We feel that it is extremely important for any client solution to be recommended from the widest possible research. Our independent status ensures that client advice is not driven by restricted choices.
By working closely with our professional connections, client information can be exchanged directly between us, meaning that the client does not have to worry about passing paperwork to and fro, such as end of year tax certificates.
Please contact us and arrange an initial meeting to discover the benefits of working alongside Andrew Dickson Limited.
We are able to present financial planning solutions to your clients as a group if you wish to concentrate on a particular subject.
We can identify specific areas of advice during our regular client review meetings and refer back to our professional connections to ensure their holistic planning remains up to date.
Above all, we continue to build upon your trusted relationship with your clients and strengthen their loyalty to your firm.
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