As a professional you have two over-riding priorities:

• your clients, and
• providing them with the highest quality service.

This requires a combination of technical ability and creativity to personalise a solution unique to each client’s needs. Your clients and their affairs come first and in return you receive fair value in the fees you charge.

However, in our experience many professionals do not apply the same level of dedication and knowledge to their personal affairs as they do to their clients. Often this is a time issue or lack of it. Many professional believe that they are better rewarded in maintaining and developing their technical expertise than devoting time to addressing their personal financial affairs.

Yet, if not addresses over time real opportunities could be missed.

• Can you be sure your current pension arrangements maximise the tax efficiency of managing Partnership assets?
• Would there be a problem if one of your partners died and you had to find the money to pay him out whilst continuing to run the business?
• You have accumulated a number of investments, perhaps bought from your bank, a golfing partner who works for an insurance company, “personalised” mailshots or advertisements that caught your eye. These looked like good investments at the time but how are they are performing now? Will they meet your future needs?
• You are comfortably off now and aim to retire in the next ten years – do you know whether a combination of your interest in the business, your pension policies and other investments will ensure you get the retirement you deserve?
• Those school and university fees!!!!

Experienced in providing high quality client solutions, you are not optimising your own financial potential. It is time for a professional Partnership.