DeMontfort Professional Wealth Management LLP

Income 4 accountants

• Practice Perfect

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The Partnership Development Programme

What is it?

An innovative and differentiated partnering approach guaranteed to generate recurring revenue and value for accountancy practices.

Helping Accountancy Practices to Generate Value

Are you an accountant?

Working in partnership with DeMontfort will:

• Increase your practice income year on year
• Substantially increase your practice value
• Add value for your clients

DeMontfort Professional Wealth Management LLP (De Montfort) have devised a unique partnering programme for accountancy practices who recognise that their clients need access to independent financial advisers whom they can trust.

We assist your clients to achieve their financial goals. This generates a recurring income, a percentage of which we will share with you.

This income increases over time and is pure profit for your practice. As this is recurring fee income this can be taken into consideration as part of the value of your business at the time you choose to exit.

What makes our approach different?

• Primarily DeMontfort believes in building LASTING value and TRUST.
• We are in it for the long-term. This is not marketing rhetoric.  We understand the importance of the relationships that you have with your clients, and are totally focused on client service and satisfaction.
• We understand that we have to earn your trust and this can only be achieved by us doing exactly what we say we will do.
• Our focus on treating customers fairly means that clients know exactly the service they can expect, and how much they will pay for it.
• For the programme to generate significant bottom-line value our approach relies on long-term relationships, it is not a short term strategy.
• We are realistic and set achievable income forecasts so that expectations are met.

Find out more with our FREE Demonstration and Forecast.

We can show you, with a tailored illustration using our forecast model, what a massive difference this could make in terms of added value and income to your practice.  Contact us now to arrange a demonstration.

Call: 0800 804 7150

Imagine what you could do with this extra income:

• Employ more staff?
• Use it to market for more clients?
• Top up your Pension?
• Reward your key personnel?
• Fund acquisitions?

Our proven Partnership Development Programme creates substantial recurring fee income and increases practice value, and best of all it requires no financial resource from you.