Professional Connections

Cameron Chase has been working successfully with accountants, solicitors and other professional introducers for over 10 years and now has 3 joint venture financial planning practices with accountancy firms based in Manchester, Liverpool and Preston as well as several other introducer agreements.

As an accountant or solicitor we believe we can add significant value to your business, operating in a way that best suits your practice, by making a noticeable and direct contribution to your profitability by creating a revenue stream at little or no incremental cost to the practice.

Whether working with you on an introducer basis or as a joint venture this integrated service can also help protect your client base and make it easier to attract new clients

 

Areas Of Advice

As an Accountancy practice our expertise to your clients covers all areas of financial planning, which broadly include:

• Investment strategies
• Lifestyle and business protection
• Tax planning opportunities
• Retirement planning and corporate pensions
• Exit strategies
• Employee benefits
• Inheritance tax mitigation

As a  Solicitor practice our expertise again covers all areas of financial planning but of particular relevance to you and your clients we are able to advise on:

• Pensions and divorce
• Estate planning
• Trustee investments
• Wealth management

We do understand the highly professional level of service required and how to make it work for all parties-the practice, its partners and its clients. We believe this sets us apart from other Independent Financial Advisers.

To discuss the potential for a mutually beneficial partnership please contact john@cameronchase.com