Cultivating Abundance

Working with Professional Connections

While we're proud to provide a comprehensive range of services to our clients, we're also aware that from time to time our clients will require the assistance of other professionals such as accountants and solicitors.

To enable us to provide people with support in this area, we have cultivated relationships with other professionals where we have identified a common match with firms whose approach, values and mutual benefits are similar to our own.

When the need arises for someone to discuss matters with another professional, we will aim to recommend a partner firm that we feel is the most appropriate for the circumstances.

If handled diligently, we believe that successful referrals can enhance both the overall service and reputation of a firm.

Over time we have developed a way of building relationships that enable both professional parties to conduct due-diligence in an effective and time efficient process.

If you or your firm would like to explore the possibility of a distribution relationship with PROACT please contact Simon Williams for an initial discussion.

 

Simon Williams
Head of Distribution
Direct Dial: 01384 489 106

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