Offering financial services gives clients a holistic view of their financial position, now and into the future. But entering into a partnership with another firm is not a step to be taken lightly. What should you look for in a financial partner to help make the relationship a success?

For accounting firms, the main benefit of entering into a joint venture with a financial services firm is the ability to offer your clients more services to enhance and bolster the client relationship. However, the partnering process is not without risks, many of which are the result of mistakes made early in the relationship.

Part of the bedrock of Patrick’s success is based upon the successful integration into his business of JV partnerships with a range of accountancy practices. Patrick is well aware of the requirements of small, medium and large practices and can assist the Accountant in forging stronger and deeper relationships with their clients