Professional Intermediaries
At Tacit Investment Management, our Professional Intermediaries Service is designed for solicitors, accountants, and other professional advisers who seek a trusted investment and financial planning partner to complement their expertise. We understand the responsibility you carry when recommending financial services to your clients.
Combining sophisticated investment management, comprehensive financial planning, and collaborative partnership, we deliver expertise, transparency, and continuity that supports both you and your clients’ long-term objectives.
Professional Intermediaries Service
A collaborative approach
Our Professional Intermediaries Service offers a true partnership model where we respect the trust you’ve worked hard to build with your clients. Your dedicated Tacit relationship manager works closely with you to understand your clients’ unique circumstances and create appropriate investment and financial planning solutions.
We provide the technical expertise, financial planning capabilities, and investment management services you need, while ensuring you remain at the centre of your client relationships. Our service is designed to complement your expertise, not compete with it.
Our approach is to work in a way that is right for you, whether that involves direct collaboration with your clients or supporting you behind the scenes.
Our experienced investment professionals work alongside advisers as an extension of their proposition, delivering tailored portfolios designed around each client’s unique circumstances, values, and goals
Why choose Tacit?
Expertise with Integrity. Partnership with Respect.
Preserving and increasing the real value of your wealth over the long-term is our aim.
When it comes to investing, we think in market cycles, not just quarters. We always take a long-term view, and our objective is to.
Tacit was founded by seasoned investment professionals who believe that wealth management should be personal, disciplined, and clearly aligned with client outcomes. Our service is grounded in long-term relationships, many spanning generations, and our aim is to be a constant, trusted adviser in a changing world.
How the service works
Tailored Collaboration Models
We adapt our service to meet your specific needs and preferences. Whether you prefer to retain primary client contact or involve us directly in client meetings, we provide the flexibility and support that works for your practice. We deliver solutions that enhance your client proposition without disrupting established relationships.
Investment Management Excellence
Our experienced investment team creates bespoke solutions aligned with your clients’ objectives, risk tolerance, and any specific requirements. Drawing on our proven investment approach, we deliver portfolios designed for resilience and long-term performance.
Ongoing Support and Communication
We provide regular reporting, clear documentation, and timely updates that help you maintain oversight of your clients’ investments. Our communication is designed to be straightforward, informative, and adaptable to your preferred format.
Specialist Expertise
We offer particular expertise in complex scenarios including Court of Protection cases, divorce settlements, inheritance planning, business exits, and tax-efficient investing—areas where professional intermediaries often require specialist investment support.
Transparent Fee Structure
We provide clear, competitive pricing with options for fee-sharing arrangements where appropriate. Our fee structure is designed to align our interests with yours and your clients’.
Professional Development
We offer CPD-accredited events, technical updates, and market insights to support your professional development and keep you informed of relevant investment trends and regulatory changes.
Full Service Suite
Access our complete range of services including Discretionary Investment Management, comprehensive Wealth Management with Financial Planning, and Custody & Execution Only services, allowing you to match your clients with the appropriate solution.
Who Is This For?
Our Professional Intermediaries Service is ideal for:
- ✔ Solicitors handling estates, trusts, Court of Protection, family law, and corporate matters
- ✔ Accountants advising on tax planning, business exits, and corporate investments
- ✔ Legal professionals managing complex client situations requiring investment and financial planning expertise
- ✔ Professional advisers who value a collaborative approach to client service
- ✔ Practitioners looking for a long-term investment and wealth management partner they can trust
Working With Different Professionals
For Solicitors
We support legal professionals in numerous areas including:
- ✔ Estate and trust planning
- ✔ Court of Protection cases
- ✔ Family law and divorce settlements
- ✔ Corporate transactions
- ✔ Tax planning for private clients and businesses
- ✔ Asset protection strategies
For Accountants
We collaborate with accountants on:
- ✔ Tax-efficient investment strategies
- ✔ Business protection and succession planning
- ✔ Corporate investments
- ✔ Business exit planning
- ✔ Inheritance tax mitigation
- ✔ Cash flow modelling
Our Comprehensive Services
We offer professional intermediaries and their clients:
- ✔ Discretionary Investment Management
- ✔ Comprehensive Wealth Management
- ✔ Financial Planning and Advice
- ✔ Retirement Planning
- ✔ Estate and Inheritance Tax Planning
- ✔ Cashflow Modelling
- ✔ Corporate Financial Services
Who Is This For?
- ✔ A true partnership approach that respects your client relationships
- ✔ Investment expertise that complements your professional services
- ✔ Clear communication and responsive support for you and your clients
Important Information
The value of investments, and the income from them, may go down as well as up and investors may not get back the amount originally invested.
Begin your journey
Tell us a bit about your practice and how we might support you, using the form below. We will get in touch to discuss potential collaboration options. If you would prefer to phone, you can reach us on 0203 051 6450.
