BLM works closely with other professionals such as Accountants, Solicitors, Trustee’s and Management Consultants. Our Professional connections network is important to us.
We respect the relationship that you have with your client, and can add value to the service that you offer either directly or indirectly.
We can provide you with generic advice and support in relation to relatively straight-forward general queries that your clients might have. Alternatively, for more in-depth situations and requirements, we are able to meet with or speak with your clients as a result of you referring them to us.
Our advisers have a breadth of knowledge and experience in Financial Planning, and the field of investing, with one holding Chartered Status and another being accredited by the Society of Later Life Advisers (SOLLA).
If you’re interested in partnering with BLM to enhance your service, contact us to find out more.
Case Study: Working with Solicitors who are acting as Deputy
“When you trust your finances to one organisation for over 20 years, they must be doing something right. And over that period, personal finance seems to have become more complex, my personal life has followed suit and I as get older, getting the right advice has become even more important. That’s why it’s just what I need to feel assured and confident that my own financial affairs are in good hands. BLM has supported me and navigated me through pensions, savings and mortgages over that period; always on-hand, always responsive and always driven exclusively by my best interests. Best of all, they manage to explain it to me in words I can understand!”
Mr E, Cheshire
The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.
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BLM Partnership Ltd is authorised and regulated by the Financial Conduct Authority under registration number 188592
The Financial Ombudsman Service (FOS) is an agency for arbitrating of unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its websitehttp://www.financial-ombudsman.org.uk/