IntermediariesAccountants & Solicitors

Since many clients are referred to us by professional advisers such as accountants or solicitors, we appreciate the importance of working closely with them to achieve clients' aims.

At Cheviot we seek to enhance the relationship you have with your client through our exemplary investment advice.

Independent verification of our performance can be found through Asset Risk Consultants (ARC) who provide quarterly impartial performance comparator reports for the financial services industry. These reports can be found under our publications page here.

Our Investment Directors are always on hand to attend Trustee or Executors' meetings when required. Copy contract notes are provided as standard to the introducing solicitor or accountant, and on-line access through our client portal allows you to keep up to date with the progress of your client's investments. 

If you would like to know more about our work with intermediaries or to set up a meeting please contact us on 0207 845 6150.