WE WORK WITH ACCOUNTANTS, LAW FIRMS AND FINANCE BROKERS

Avant Financial Services draws on the expertise of other professionals.

We are firmly committed to the principle of leaving law to lawyers, accountancy to accountants, finance to finance brokers and financial planning to financial planners. This is because these professional disciplines have become so complex and subject to such regular change that it is impossible to be an expert in more than one field.

We believe that by working closely with accountants and legal experts the clients will benefit from this 'multi-disciplined' team.

• We understand that you may not have the time or are not able to become involved beyond your areas of expertise, or to take on yet more compliance.
• We have direct experience of working with professional partners, and of the working pressures within legal practices and accountancy firms.
• We would look to work closely with you to develop a seamless resolution of your clients needs and objectives. We commit to keep you fully informed of all progress.
• Our first steps would be to learn more about your practice, to meet the people involved, and to gain an understanding of your typical client profile. We in turn would want to offer guidance on client matters and opportunities where we can add value.

Having been so closely involved with accountants and law firms, our understanding of what makes a successful client/adviser relationship is a huge advantage when working with them and their clients. A service rather than a product based offering is the key to our strength.