Tell us about your firm. We will show you how Altro works and answer your questions.
Call 020 8396 0486 or email andy.jackson@eandgfs.com.
Andy Jackson, the partnership director, emails you to ask what prompted your interest and what your clients look like.
A call about your firm, your clients and how the partnership would run in your practice.
Your firm puts its client list into its own portal, and Client Watch shows which clients have something to plan.
How the regulated relationship works. Accountant partners introduce clients and support the conversation. All regulated advice, recommendations and implementation are delivered by Equity & General Financial Services Ltd, which is authorised and regulated by the Financial Conduct Authority.