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Phil Passaris talks to Anthony McPhee about how Elston Private Wealth has helped him to grow Charter Partners and strengthen client loyalty over a number of years.
Many of the trusted relationships we’ve formed with firms like yours, started with a referral. The great thing about a referral is you get to see how we work and how we communicate with you and your clients, before you commit to a more formal arrangement.
When you enter into a partnership with Elston, your firm can benefit from fee sharing. This is related to the time you invest in the collaborative process. It also has the potential
to create an additional income stream for your practice.
If you want to set up a full service, financial planning business within your own practice, Elston can establish a joint venture with you. This approach allows you to grow your business without growing your staff, or taking on the burden of compliance.
Your clients get to work with two advisers, each with their own specialist expertise. This approach also brings different personalities into the team and helps to improve communication and collaboration.
We are not here to sell products. We provide tax aware investment solutions tailored to each client’s current situation and their long term goals.