Professional services partners

We understand that you risk your reputation when you recommend us.  Our clients also benefit from our relationships with other excellent professionals because our clients also need your help.

Old Royle Wealth Management Ltd are committed to the development of the professional introducer market, by providing bespoke financial solutions for both the introducer and their clients. By combining the use of the latest technology along with regular face to face contact and traditional client service values, we provide a unique service to the professional market and to their clients

If you are an Accountancy or Solicitor practice who want to do more for your clients we would welcome the opportunity to discuss how our services could work for you.

Solicitors

Old Royle Wealth management can provide for solicitors covering a wide range of disciplines. We can work closely with solicitor firms to ensure that we understand your relationship with your clients so that we can provide a seamless service to any clients you refer. We have specialist knowledge in a wide range of areas which dovetail with services provided by many solicitors.

Accountants

At the heart of our business is our client service proposition and we continue this ethos with the accountancy practices that we work with. We endeavour to get to know the accountancy practices we work with first, before any clients are referred to us. This ensures that we can provide a seamless service to your clients so that the high level advice you offer continues.

We can provide in house training (if necessary) on a wide range of financial planning subjects, such as retirement planning and investment options, so that you build your own knowledge of own financial planning approach and help spot potential areas of need for your clients. In addition we provide various general and specialist marketing documents and newsletters which you can use for your clients, ensuring that they remain up to date with the ever changing financial world. We also listen to the requirements of our professional partners and where they require information on a particular subject, or marketing literature on a specific area, we are happy to oblige.

Key Points

  • Can provide a new service line
  • Will both generate and retain clients for your practice
  • Provides a new income stream to the practice through fees generated by Old Royle
  • Control over who advises your clients on financial services
  • Generates new business for practice from new client wins in financial services

If you would like to discuss ways in which we can work together, call us on
01603 964076.

You can also fill out the contact form below, and we’ll get in touch for a free, no-obligation chat