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Accountants

Helping you deliver a holistic and enhanced service for your clients.

A trusted team

When your clients come to you, they probably have questions. Things like “How do I make the most of my capital?” or “Will I have enough to retire on if I sell my business?” Working with a financial planner ensures they always get the answers they need.

By working in partnership, your clients can have access to high-quality financial planning advice that helps them grow their wealth and protect what matters. Meanwhile, you can benefit from working with a trusted and transparent partner who enhances your service and always keeps you informed.

How we’ll help

Better outcomes

Your clients receive specialist advice that drives better outcomes - for them, not us.

Holistic service

We provide an integrated, joined-up approach to all of your clients’ financial affairs.

Client retention

An enhanced service means happier clients who will stick around for longer.

Accountants guide >

Read our guide: 5 useful ways financial planners can add value to accountant’s clients
Click here

Practical support

From pensions to investment management to Inheritance Tax planning, we can add practical and tangible value for your clients in many ways.

As business owners ourselves, who have created successful startups and bought and sold businesses over the last 25 years, we’re ideally placed to help your clients maximise tax efficiency and minimise financial risk.

Get in touch:

Email us 02033 268595
To find out more about the value we can add to your situation, simply contact us using one of the methods below.

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    71 Bradbourne Park Road, Sevenoaks, TN13 3LH
    Legal

    The guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.

    Grey Parrot Financial Planning is a trading style of Grey Parrot Group Ltd, which is an appointed representative of TenetConnect Limited, which is authorised and regulated by the Financial Conduct Authority.

    TenetConnect Limited is entered on the Financial Services Register (www.fca.org.uk/register) under reference 149826.

    Principal: Darren McNamara

    Grey Parrot Group Ltd is registered in England and Wales under reference 13297390. Registered Office Address, 65a Newland Street, Eynsham, Witney, Oxfordshire, OX29 4LD.

     

     

     

     

     

     

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    02033 268595
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