At Basi & Basi Financial Planning, we appreciate the value of a specialists in a complex field. Where we bind together a financial plan with comprehensive investment and planning skill, such a plan often requires the strong underpinning of robust tax planning and sound legal mandate. As such, we actively maintain our professional connections with experts in these fields – accountants and solicitors.
Don’t see your Accountant or Solicitor on here? Encourage them to visit this page, and we can look to work with them to provide you with “joined up thinking” at it’s best. For professionals outside of legal and financial spheres, please visit our “Other Industries” page.
For accountancy and solicitor firms who do not currently maintain an active relationship with us, please scroll to the bottom of this page for further information.
First Call Accounting – ask for Keith Spencer
Based in Billericay, Essex
Samson & Co – ask for Piers Samson
Chartered Certified Accountants and Registered Auditors, based in East Acton, London
Stephen Rosser Chartered Accountants – ask for Stephen Rosser
Based in Grays, Essex
Cobbetts – ask for Terry Cooper
Cobbetts is a full service law firm with offices in Birmingham, Leeds, London and Manchester. Our focus is on delivering innovative, real and value-for-money solutions to you based on astute and practical legal advice.
Ronald Fletcher Baker – ask for Mario Montana
A London law firm with offices in the City and the West End, Ronald Fletcher Baker LLP has been in the practice of law for over fifty years.
Our firm has a reputation for providing the highest quality advice and representation within a friendly and supportive environment. Our clients are our priority and we will take the time to gain a deep and thorough understanding of your needs, objectives and expectations. We work with you to achieve the best possible outcome whatever your circumstances. Our clients include governments, corporates and individuals in the UK and internationally.
MTG Solicitors – ask for Bimal Kotecha
MTG Solicitors is now one of the largest and most popular law firms in West London. We are one of the largest law legal aid firms in the Hillingdon area, so we are certainly well placed to provide a holistic legal service. Our aim as a firm has always been to supply a professional legal service to both legal aid and private clients.
Pritchard Englefield – ask for Eleanor Claridge
Pritchard Englefield, based in the City of London, is a full-service law firm with impeccable international capabilities and credentials.
We work hard to help our clients with practical advice and solutions – all in a language they understand. Whether your interests are in the UK or abroad, you will find Pritchard Englefield’s approach to legal advice refreshingly clear.
RadcliffesLeBrasseur – ask for Charlotte Stern
We work closely with our clients building long-lasting relationships based on trust and mutual cooperation. Our core practice areas are Business & Property Services, Private Client Services and Healthcare.
Twenty Twenty Law – ask for Adish Farkhad
Twenty Twenty Law offers top-ranked commercially focused advice and guidance to employers throughout London, the UK and internationally. We provide a personalised service by telephone, email or in person at our Central London offices.
Wills, Trusts & Estate Planning
Countrywide Tax & Trust Corporation – Ask for Will Chiles
Red Brick Wills – Ask for Anna Basi
Why Establish a Referral Relationship with Us?
The answer is simple; to provide best service to your client. As a Directly Authorised fully independent intermediary, operating on a fee-basis, we complement your specialist skills. We can help bring the complete picture together, using the right vehicles and turning financial aspirations into defined goals with an action plan to achieve them.
Whether this is through projecting the true income from a proposed financial settlement to assist in planning and negotiation, or by providing the regulated vehicles to achieve an ambitious tax plan and everything in between – we can work with you to your client’s benefit.
We encourage all firms to contact us here or via email: firstname.lastname@example.org and let’s start a dialogue with our referral pack for your review, no obligation, no commitment. Perhaps we can work together to the benefit of our mutual clients.
THE FINANCIAL CONDUCT AUTHORITY DOES NOT REGULATE TAXATION ADVICE, LEGAL SERVICES, ACCOUNTANCY SERVICES, WILLS, TRUSTS AND ESTATE PLANNING.