Achieve Better Outcomes for your Clients

We strategically work with a select number of professional firms to deliver complementary advice and services. By working in genuine partnership we are able to offer clients a complete solution - bringing perspective and clarity, then arranging their affairs to give them the best opportunity for achieving their goals.

Petrus provide a full suite of advice services for private clients and businesses. Our advisers have extensive expertise, spanning all areas of financial planning - particularly Trusts, pensions, investments, charities and offshore tax structures.

Achieve better outcomes for your clients

Specific areas where we can support you to achieve quantifiable benefits for your clients include:

  • Comprehensive Trust review service
  • Investment advice and management for personal injury settlements
  • Legacy advice and establishment of charitable foundations
  • Pension sharing upon divorce
  • Investment advice for probate cases
  • Advice upon business sale
  • Access to Private Banking services
  • Investment of lump sums from employment tribunal awards
  • Scheme establishment and ongoing management for corporate pensions

To understand more about how we can support you and your clients, download our flyer outlining the 10 clients in need of advice.

Request an information pack

If you would like to explore the opportunity for working together, request a Due Diligence pack by providing your details below. The pack is designed to provide you with an overview of our business strategy, areas of specialism, qualifications, service model and charging structure. Alternatively, why not contact us directly to discuss specific partnership opportunities.

Advice upon divorce

Long-term planning case study

Facilitating a charitable lifestyle

Establishing a foundation case study