Introduction


The services we provide complement those provided by professional services firms such as solicitors and accountants. There are many similarities in the way we work, including our fee-only approach and our focus on the quality of service we provide to our clients.

We aim to work together with those professional practices whose approach matches our own and with whom we can build relationships for the mutual benefit of our clients.

Whilst we provide a comprehensive range of services to our clients, in some areas we are not the best placed to offer specialist advice. Where our clients require these services we will refer them to other professional advisers. In turn, many professional services firms do not have the capability to offer specialist advice in wealth management or financial planning in which case they may refer their clients to use the services of GoldCore Wealth Management.

When introducing a client to a third party adviser, you want to be sure you are putting them in safe hands and that the adviser will provide the highest level of service. If handled diligently, successful referrals can enhance both the overall service and reputation of your firm.

Similarly, GoldCore Wealth Management is staunchly defensive of our reputation and would only recommend our clients to third party providers if we were convinced of their professionalism, integrity and dedication to providing the best levels of service.

GoldCore Wealth Management is not a typical wealth management or financial services company. We strive to provide the best possible service to our clients, while ensuring that we retain our professional ethos, honesty, integrity and independence.
 We ask the professional services firms that we work with to make referrals to GoldCore Wealth Management only if they believe we will offer the best service to their clients.