The Benefits of Collaborative Working
Simon is an experienced independent accountant with a broad range of clients, including high-net-worth individuals, business owners, and many people who simply have to provide Self-Assessment Tax Returns each year to HMRC.
He was very aware that whilst he was looking after all his clients’ accountancy needs,
- he wasn’t assisting them more broadly
- and felt a responsibility to at least speak to them about other elements of their financial wellbeing
Part of his reluctance to do so was because he didn’t know whom to refer clients to if they had additional needs.
Simon was introduced to Matthew at Aetas Partners and met with him to learn more about how Aetas Partners works. He immediately saw an opportunity to join the network, primarily so he had a quicker, more efficient, and more trustworthy group of advisors to refer his clients to as and when he felt it was required. Through a combination of direct introductions and events, Simon quickly met and got to know various other Aetas Partners.
Impact on Simon’s Clients
Simon has since made a number of introductions for his clients.
- One client was introduced to an estate planning and legal expert, who assisted them in arranging a combination of wills and power of attorney documents, ensuring their wealth is protected for future generations should the worst happen.
- Another client Simon introduced to Aetas Partners Wealth has subsequently been provided with Lifetime Cashflow Forecasts, from which the client was able to make further decisions regarding their pension contributions to maximise tax incentives and retirement comfort.
Impact on Simon’s Business
Whilst Simon didn’t join Aetas Partners specifically to drive his own business revenue, he:
- has won five new clients as a result of introductions from the Aetas Partners network
- is also much more comfortable knowing that his existing clients’ broader financial wellbeing is looked after alongside their regular accountancy needs
- feels his client relationships are even more secure now that he provides a more rounded service to them.
To explore how your clients can benefit from a collaborative relationship with Aetas; email business@aetas-partners.com