Chameleon have built effective relationships and partnered up with many professional connections. We understand many accountants, solicitors and insurance brokers have considered offering a financial planning service which helps them stand out amongst their competitors, however managing the regulatory and compliance requirements is too complex and too much hassle for most firms.
We have designed a solution that allows professional connections to offer a financial planning service to their clients, without any hassle or ongoing compliance costs as these are managed by Chameleon. This allows firms to offer a wider service proposition, creating greater loyalty to the firm as well as increasing revenue.
Here at Chameleon Financial Planning we strongly believe that to provide effective advice to clients, our services should encompass more than just their financial planning needs. It should also consider the legal and accounting aspects of their affairs. Therefore, we work alongside a number of accountancy and legal firms to ensure our mutual clients receive the highest quality of service.
Having the opportunity to offer your clients an additional professional service can be an important aspect to a successful business. It allows firms to expand the services they offer and strengthen client relationships. Chameleon Financial Planning can add value to firms by providing their clients with holistic independent financial advice whilst retaining all of the compliance costs and risk.
Chameleon Financial Planning believes that building strong relationships is vital to the success of any business and this is reflected in our professional services proposition. Whatever arrangement is appropriate, you will find a willing and experienced partner offering another dimension to your existing services. To ascertain how we may assist you, we would welcome the opportunity of discussing the way in which you currently provide financial planning advice to your clients.