Introducers

In addition to the technical side of our planning we also understand how vitally important client service is, not just to the clients themselves but also to you, the introducing advisor who is placing your client in our hands. We have very thorough internal policies in place to ensure that our clients receive the highest level of service and this is something we at C3 particularly pride ourselves upon.

The way we work means that we don’t engage in any compliance work (either tax or accountancy) nor do we undertake any ‘traditional’ tax planning. With no aspect of service overlap existing between us, your clients can be referred in the confidence that we’re not competing for business, we’re an added value service to your already successful practice.

Whilst we are always formally engaged directly with your client to transact our planning, we are referred to them by you as their professional advisor. We always give introducers to C3 the flexibility to decide the extent to which they are involved in the planning process, and this is purely because invariably some introducers prefer to be involved less than others. Before we accept an engagement we always ensure that we have an agreement in writing between us which will determine the basis on which your relationship as an introducer to C3 will operate.