Accountants & Solicitors

JOINED UP THINKING
By working collaboratively with our clients' other professional advisers we ensure an integrated approach to planning for their financial future.

  

 
 
ACCESS TO SPECIALIST SERVICES
The provision of financial advice to retail clients is highly regulated. Firms must be authorised by the FCA and practitioners must be experienced, qualified and operate to high professional standards. Whilst most firms of accountants and solicitors are not authorised to provide investment advice, they still need access to specialist fiancial planning expertise to meet a variety of their clients' needs

INDEPENDENT - CHARTERED - EASY TO WORK WITH
Working with Ergowealth can provide your firm with a strightforward way of extending your client service proposition, and can help you retain and grow your client base. We work closely with our professional connections to help them understand where their clients may need help and what can be done to ensure their needs are met. Our unique CRM software - Catalyst - enables an easy interaction with us to manage and monitor the progress of client introductions.  This ensures that you are always in the loop and are assured that you are meeting your regulatory obligations. 

Working with us is easy. We provide our professional connections with a unique web based CRM system which manages the client referral process, ensuring compliance with your regulatory responsibilities of duty of care and client disclosure.

Brian Page
Operations Director

We are regulated by the Financial Conduct Authority and are a chartered firm which recognises our professional business standards. Our people are employed directly by Ergowealth. We are remunerated by a clear, transparent fee structure. Consequently you can be confident that your firm's reputation and your clients' best interests are safe in our hands.
 

Accountants
Accountants
Solicitors
Solicitors