Professional Links

Many of our new clients are referred to us by other professional advisers such as accountants, solicitors and even other local financial advisers; where they have identified client needs they are unable to deal with but know we are able to help.

We work very closely with all of our Professional Connections to ensure that they remain fully up to date with matters relating to our clients and the work we are doing on their behalf.  All of our Professional Connections know exactly who will be dealing with their clients and how to get in touch with the individuals concerned should any problem arise.

By working closely with, and referring our clients to one of our trusted Professional Partners and Legal & Accountancy connections for both Legal and Tax Advice we can ensure proper qualified professional advice appropriate to our clients individual needs and circumstances is provided.  

Thus strengthening all our relationships in the process.


The FCA does not regulate Legal and Accountancy services and some forms of tax planning.

Areas we cover

Stephanie and James cover Tyneside, Wearside and Durham and are happy to meet you at home, office or place of work as you prefer.

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CALL US: 0191 516 6353

or 0191 252 9318

Advice with Integrity