Working with Solicitors & Accountants
Partnering with professional advisers to provide joined-up financial solutions for clients. We collaborate to deliver consistent, compliant financial outcomes.
What is working with solicitors & accountants?
This service is designed for solicitors and accountants who want to enhance their client offering with professional financial advice. By partnering with us, you can provide your clients—and your own team—direct access to independent financial planning expertise without having to build an in-house advisory practice.
What we offer:
- Regular on-site visits to your offices to meet with your partners, staff and clients
- Tailored advice sessions covering retirement planning, investments, protection and more
- Availability outside scheduled visits, so your team can access guidance whenever needed
- Competitive pricing: because we are based in Northern Ireland, you benefit from lower regional fee levels instead of big-city rates
- A flexible arrangement that can either complement your existing financial adviser or provide an alternative if you're seeking a better fit
Our approach to working with solicitors & accountants
Here's how we work with you to deliver exceptional results:
Tailored retainer
We agree a schedule of visits and support based on your requirements, rather than offering a one-size-fits-all package.
On-site presence
Our advisers travel to your location, so you and your clients receive face-to-face guidance in the familiar context of your office.
Independent advice
As independent financial planners, we are free to recommend the most suitable solutions without being tied to any provider.
Collaborative
We work alongside your legal or accountancy advice to ensure financial planning integrates smoothly with the broader client relationship.
Why choose us for working with solicitors & accountants?
At Newbridge Financial Planning, we offer:
Value for money
Our Northern Ireland base allows us to deliver lower fees than typical city-based firms.
Experienced partners
We understand the needs of professional practices and can quickly integrate our service with your workflow.
Flexibility
Whether you lack an in-house adviser or wish to replace an existing arrangement, we adapt to your situation.
Client-centred
Our focus is on providing high-quality, personalised financial advice that enhances your service and supports the long-term goals of your clients.
Ready to collaborate?
Book a consultation to explore how we can work together to deliver better outcomes for your clients.