Rutherford Wilkinson works closely with professional connections, both nearby and afar. A significant number of new clients are referred to us by fellow professionals, such as solicitors, accountants and even financial planners who lack our specialist knowledge and expertise. Expanding and developing our professional relationships is therefore very important to us.
We work closely with our professional connections to deliver the very best service to our mutual clients. All of our professional connections and Professional Partnerships North East shareholders are assigned a member of Rutherford Wilkinson’s senior management team as their dedicated point of contact, who is responsible for managing that relationship.
We are unusual amongst the North East’s Chartered Financial Planners and Independent Financial Advisers in that we have a wealth of in-house technical support, including a dedicated technical director, who is just one of four Fellows of the Personal Finance Society in Rutherford Wilkinson. Therefore, we can provide technical support to our professional contacts, many of whom have come to rely upon us as an extension of their own research departments.
Many professionals turn to us, for example, for support in respect of defined benefit pensions, liability management and financial planning for the purposes of negotiating divorce settlements and trustee investment. We also provide regular training events for our professional connections.
To discuss how you might work with Rutherford Wilkinson Ltd for our mutual benefit and, more importantly, to the advantage of our clients, please contact Mike Gordon, Technical Director, on 0191 217 3340 or at Mike.Gordon@rwpfg.co.uk.