Fee-based adviser Fiducia Wealth Management is to align with a number of professional services firms next year as it eyes a family office model that will be "indispensable" to clients.
The company is looking to work with accountants, lawyers and tax advisers so its clients can see specialists depending on their requirements.
"We're adopting the family office concept," said head of wealth management Simon Bonnett. "We believe that, if a financial planner is to survive, they should really consider that."
"We'll be making ourselves fairly indispensable to a client because we'll provide a professional to suit the client's every need."
Bonnett said that, historically, financial advisers have typically focused on more-traditional aspects of financial planning, such as investment and protection.
He added that this has sometimes meant firms have not been able to pay the same level of attention to clients' requirements in terms of accountancy, trusts and will writing.
"That is all part of someone's total wealth and, in order to make sure it's managed effectively, you do need to use other professionals," said Bonnett.
"We've always believed working with professionals will provide the best value for clients.
"We need to make sure our clients get the best service so, therefore, we need to link up with those professional firms."
Fiducia is to expand its public relations and social media presence in 2013 to better engage with lawyers and accountants.
It is also looking to raise its profile within the advisory community and believes there is potential for appointed representatives to join the firm.
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