Midlands: Accountants - Referring your Clients to us for Investment / Retirement Advice

Midlands: Accountants - Referring your Clients to us for Investment / Retirement Advice

Reed & Davis, a firm of Chartered Accountants in the Midlands, refer their Clients to ASPL on a regular basis, primarily to provide Investment and Retirement Planning Advice.

We meet typically at their one of their offices, with one of the Partners in attendance.This takes the form of a monthly "surgery"-type arrangement, where a number of Clients can be seen, to Review their investment portfolio, or to check that their retirement planning is "on track". A Post-Meeting Report (PMR) is sent to all parties, with any Action Points highlighted, and the proposed date for the next Review, in typically 6 or 12 months' time.

The Partner invoices his Client for his time, and ASPL sets out any fees due in the PMR. All parties have a clear idea of what was covered at the meeting, and what actions, if any, are to be taken. 

NB. Whilst the Client names have been changed for Client privacy purposes, these case studies are actual ASPL Client case studies.

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Dedicated personal advice with the highest professional ability Mr O - Shipston on Stour

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Adrian Smith

Chartered Financial Planner
Chartered Wealth Manager
CFP-CM

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