This section of the website is dedicated to professional firms. At PFP we have a long history of working with legal and accountancy practices to deliver integrated advice for the benefit of mutual clients.
Our depth of knowledge and experience together with our fierce independence places us in an ideal situation to provide a comprehensive discreet and expert service to private and corporate clients - a service that we believe will enhance any professional proposition.
Included in this are our research papers which we produce at regular intervals to keep our professional partners abreast of developments, strategies and regulatory change in our profession. These enable us to identify successful concepts and provide commentary on finance issues as they emerge.
Our preferred approach is to work closely with individuals, their families and professional advisers to gain an appreciation of a client’s goals, motivations and propensity for risk.
However, our proposition can also be more streamlined. In areas of tax planning we often work closely with professional partners to address a single issue on behalf of a client, taking care to ensure that we capture all of the information required in order to provide informed advice.
Our team approach ensures the uppermost level of service to clients who range from large owner managed businesses to quoted companies, wealthy individuals, families and trusts. We have dedicated technical and client service teams who work with some of the UK’s leading specialists to ensure access to the highest level of expertise available and the most up to date solutions. These include strategies at the cutting edge of tax planning that are only made available to specialist tax mitigation advisers
Please do not hesitate to contact us to discuss how we may benefit your practice, either in respect of a specific area of financial planning or a more structured ongoing referral process. We are very happy to discuss potential solutions for client situations without charge or obligation.
