For advisers
We have many years of experience of working effectively with professional advisers to ensure that their clients receive an excellent service delivered pleasantly and efficiently. The professional advisers which we deal with include accountants, lawyers, estate agents and wealth managers based in the UK and overseas.
Our aim is to ensure that our involvement reflects excellently on the adviser too. Where we do not feel we can provide proper assistance we will tell you upfront and try to suggest an alternative source.
We treat our client advisers like our clients; providing regular updates on the progress of a transaction. We are always open in our dealings with them so that problems are anticipated and unexpected outcomes are minimised.
Egerton Partners are expert in the field of private client financing - we do not provide tax, accounting, investment, pensions or property advice. However, we work with many specialist advisers who are leaders in these fields. By limiting our activities to advice on mortgage and other loans, together with associated assurance and insurance products, Egerton Partners avoids conflicts with these advisers.
Where one of our own clients asks us to suggest advisers we will always suggest a range of alternatives from which the client can make their own selection.