75point3 - Partnerships

Financial advice We work with: accountants, solicitors Because we’ve been working with clients of professional contacts like you for over 20 years we know that we can add value to what you do. Our business has grown by working with professionals and we’ve developed our knowledge and skills so that we meet the needs of your clients. Our connections come to us for advice on how to do something, not just to carry out a transaction that has already been agreed with the client. By bringing expertise and qualifications in such things as property related pensions, inheritance tax and trustee investments to the table. You’ll find that by partnering with us, your clients can easily access the advice they need, adding value to their relationship with you. Our team is friendly, approachable and deeply knowledgeable in all areas of financial advice. We are skilled in all areas of financial expertise, working with both individuals or business clients to deliver a service that meets your own high standards. Mortgage advice We work with: estate agents, house builders Most home buyers need mortgage advice when buying a property, but with so many products available it can be difficult for them to know where to turn. By partnering with our team, you can make sure your property buying clients get all the support they need, with expert advice backed by years of experience. We know that mortgages can seem intimidating to many, but our friendly, accessible approach makes the process easy to understand. Our independence gives us access to the whole mortgage market, so clients can be confident of finding deals that meet their needs. Introducing 75point3 Our expert team has extensive experience working with professional intermediaries including other independent financial advisers, solicitors, accountants, estate agents and house builders. We are independent and committed to building long-term relationships, helping people in all walks of life to build financial security for the future. Why choose us? We are independent financial advisers with many years of experience We build mutually beneficial relationships with professional intermediaries We help build long-term financial security for your clients We are friendly and approachable, and give clear, comprehensive advice We are independent, so can consider the whole of the market We provide a range of digital communication options for our clients and partners including a client portal and online meetings facilities How can we help?