Chartered Accountants and Solicitors

In the same way that we work closely with the Financial Adviser community, Charlotte Square is also ideally qualified as a partner to chartered accountants and solicitors.

In these professions, our colleagues in the legal and accountancy sector tend to approach us because of our broad-based knowledge and expertise across different investment portfolios, secure in the knowledge that we can offer their clients a full-service investment vehicle including personalised service with the back-up of the Raymond James financial platform and reporting tools.

For those of you in the larger legal or accountancy firms who have your own in-house Wealth Management division, we operate more as a partner alongside your wealth team, and we will tailor the relationship to comply with your preferred way of working and interfacing with your clients.

If you would like more information on this please contact