Tether - connecting business and personal financial planning

Tether is a new service that is designed to provide the missing link between business and personal financial planning for accountants working with SME business owners and directors.

While an accountant occupies the ‘trusted adviser’ mantle, it’s quite common for them to only engage with personal clients on the basis of personal tax, and salary/dividend calculations - even though the reality is that they are aware of the direct link between a client’s business health, and their aims, ambitions and goals of their personal and family wealth.

Tether is launching to provide accountants with a clear platform to have more in depth and valued personal financial planning conversations, following a structured path, and staying on the right side of compliance.

Our aim is simply to provide accountants in practice with the tools, confidence and system to fully engage with their business owner clients; and to leverage the skills, data and professional experience they already have at hand.

Tether - connecting business and personal financial planning - launches in 2020