Working in partnership
Partnerships with accountants, solicitors, private banks and other professionals are very important to the Morgans Group. We enjoy mutually beneficial relationships with a number of organisations where we share the same high standards of professionalism, running our operations with an emphasis on client needs and the ongoing enhancement of services.
One of our key objectives is to develop long-term relationships with like-minded firms where we can complement their professional activities through the delivery of specialist financial advice to their private clients. The extent of this can vary dependent on the partner organisation's own capabilities and so could mean that we provide complete financial advice and planning or simply deliver expert advice in just one area.
With many wealthy individuals having often complex financial affairs, but being relatively time poor, our Professional Partners can extend their capabilities by introducing Morgans as their trusted Partner Adviser. Reciprocal introductions also form part of any partnership agreement as we will always look to refer our clients where they seek accountancy, legal or other professional expertise.
Client profiles
Our clients include entrepreneurs, business owners, those looking for exit strategies, retiring directors and professionals such as investment bankers. They tend to have financially complex tax, trust and corporate structures in place and may also be non-UK domiciled or Sophisticated Investors. With their differing needs, ambitions and attitudes to risk, we have found that they regard us, as their wealth management specialists, along with their accountant and solicitor, as one of their most trusted advisers.
Our Service
We offer several types of client service agreement and further information on our approach to client relationship management can be accessed via Our Service.
If you would be interested in an exploratory discussion to establish some areas of mutual interest, please contact Alex Brodie via Send a Message or locate his direct line in View all your contacts.
