"Working closely with clients’ advisers enables us to deliver seamless financial advice." Charles Macfarlane, Head of Business Development

Since many clients are referred to us by professional advisers such as IFAs, accountants or lawyers, we appreciate the importance of working closely with them to achieve clients’ aims. We have long-standing relationships with many of the UK’s leading accountancy and law firms. We can support financial advisers with a wide range of services, assisting them in the selection and monitoring of their clients’ investments. These include discretionary management of personal pensions, offshore investment bonds and private unit trusts.

With investment reporting and general communication tailored for both the intermediary and underlying client, Cheviot's approach reflects our culture of teamwork and high standards of service.