Tax Deadline Pensions Service – Unique offering for our Referral Network, Accountants, Auditors etc.
Bruen Financial is now in the process of building our advice network and creating strategic partnerships with suitable Accountancy practices which creates a bespoke and personalised financial advice service for our mutual clients and a referral network for accountants.
We want to build a better, genuine understanding of our clients and how best to advise them to achieve their ideal lifestyle. Working hand in hand with our Accountancy partners this adds significant value for our mutual clients.
Our “Tax Deadline Pension Service” allows for more streamlining of pension referrals by the accountant and the processing of single premium transactions for your client. Clients will get transparent and professional pensions advice while we make use of our up to the minute FinTech resources such licensed future cashflow planning via Voyant and GDPR compliant features such as encryption and geotagging.
For details on our unique approach to dealing with your clients please click on the following link ‘What we do’
For more information on this valuable offering and details of our term sheet for suitable partnerships please contact firstname.lastname@example.org directly.