Two of Chesterfield’s leading professional services companies have joined forces to offer a fully joined-up legal and independent financial services proposition.
BRM Solicitors has entered into a formal collaboration with Dunston-based Milestone Financial Planning to ensure its clients’ financial affairs are fully covered alongside their legal obligations.
Clients drawing up wills or embarking on a merger or acquisition in particular, will now benefit from the best legal and financial planning expertise. Prior to the collaboration, clients were required to make separate arrangements. Now BRM can provide a joined-up legal and financial planning service from its Saltergate-based offices under the new BRM Financial Planning brand.
With care home costs rocketing and many people having to sell their homes to pay the fees, it is believed that clients planning now for later life care will benefit greatly from the collaboration.
Explaining the collaboration, Paul Berresford, director at BRM Solicitors said:
“We are delighted to be working with Milestone Financial Planning. Legal advice often gives rise to the need for independent financial advice. The formal collaboration of our firms is now enabling us to provide a more holistic client service.”
Working on behalf of BRM’s clients, the two firms will take ownership behind the scenes, talking to each other and liaising with other third party professionals, such as accountants, to deliver the fully joined up approach.
Michael Heath, Director of Milestone, added:
“We are delighted to be working with BRM Solicitors. Like them, we are committed to achieving only the very best outcomes for our clients. It is testimony to Chesterfield’s close-knit professional services community that we are able to now formally offer our services in such a seamless way. It’s a very exciting way of working for all of us.”
Milestone Financial Planning was established by Michael Heath who believes financial planning shouldn’t be done in isolation of other professional services; rather everyone should work together in the interests of the client. This delivers a better, uncomplicated experience for the client enabling them to enjoy their money in later life rather than worry about it.