Partnership Services

We are proud to partner with selected leading business within the financial sector to provide an extended range of services to you and your clients. We partner with businesses that are focused on delivering an outstanding service, are experts in their field and ensure the right solution is provided to clients, supporting our own ethos of maintaining excellence in service.

 

Our partners include:

 

Tuto - the Pension Transfer Specialists

We have partnered with industry leading Pension Transfer Specialist (PTS), Tuto, who provide end-to-end PTS services to IFAs and professional firms who are seeking these services for clients, prior to giving further investment advice post transfer.

With clearly defined service standards, with a free of charge, no obligation evaluation and TVAS report provided within 72 hours of receiving a client Factfind, you can rest assured your client will receive an exemplary service to support your own.

If you have a client who requires PTS services and you wish to utilise this specialist knowledge, simply contact the BTWC team and they will provide you with the suitable enquiry forms available as part of our partnership with Tuto.

Lincs Private Client Services - Tax Advisory Specialists

Lincs Private Client Services Ltd (Lincs PCS) provides a Chartered Tax Advisory service and has extensive experience in providing advice for a range of tax scenarios, no matter how complex.

Our areas of specialism are inheritance tax and capital gains tax, both of which arise frequently within certain aspects of estate planning. Tax can be a complicated subject and the law is constantly evolving. Our expertise can help you help your clients, in what can often be a confusing and time-consuming service area.

We endeavour to keep things simple and straightforward, explaining clearly the tax consequences of any proposed action. Clients want to understand what their liability to tax may be and what can feasibly be done to mitigate any such liability, whilst being commercially and practically viable.

We provide support to advisers and finance professionals seeking advice on particular issues. We also work directly with clients. Where requested, we can keep you up to date on key tax issues, as part of the bigger picture.

We enjoy working with advisers and clients – so, if you, or your client, need advice or more detailed support for their tax scenario, we can help.

Hello Marketing 

Hello Marketing are our marketing partner who support our members in all their marketing needs. With over 15 years experience of marketing in financial services, Emma from Hello works with businesses (small to medium) to create a strong marketing base for their business. She reviews what your objectives are and then the options available to grow your business via a targeted approach. From planning, social media, email marketing, content, press and more, Emma can help devise a consistent and cohesive approach for your marketing.

emma@hellomarketingconsultancy.co.uk   |   www.hellomarketingconsultancy.co.uk