IN Partnership offers a comprehensive range of services to both retail and corporate clients alike. We believe a client relationship is not entered into lightly. It is a basis for a long term relationship, taking into account every foreseeable economic and political circumstances – and the likely influence on the client’s financial planning. We look at the whole picture before offering advice and recommendations to our clients. The directive of “Know your Client” is our guiding principle.
Every client has individual needs and requirements. The services that we offer each client are highly personalised. Regular contact with our clients forms a key to ensuring that investment portfolios and arrangements keep pace with changing circumstances and times.
Personal Financial Management
The Financial Services world is becoming ever more complex with an increasing number of products and services available to the consumer. It is impossible for advisers to have experience of every single product on the market. This is why a number of our advisers specialise and are suitably qualified in specific areas of Financial Planning e.g Long Term Care, Equity Release or Occupational Pension Transfers.