On appointment we look to quickly establish a close working relationship with our clients to gain a full understanding of their aims and objectives and assist in providing pro-active, tailored, strategic advice, whilst maintaining compliance.
Typically our consultancy advice covers the following key areas:
- A pro-active, risk-based service.
- Bespoke advice that is sensible, clear, pragmatic and in plain language.
- Firm recommendations that add value.
- A clear audit trail – to protect the Trustees.