We at CGM Associates recognise that it is increasingly difficult to master everything about everything in a thoroughly professional manner in order to provide the best possible advice to you.

For that reason, we have deliberately and from the beginning of the firm’s life developed relationships with other individuals and firms whose expertise we feel we can rely on.  As we do this, we take into account several factors and make sure that the Associate firm fits this model.

We need to make sure that they are a reputable firm, that they offer a specialist service, that they have proper Professional Indemnity Insurance for the area in which they offer advice, and that they are happy for us to stay involved as a ‘watchdog’ on  your behalf. 

We are pleased to say that the following firms meet those criteria:

Countrywide Legal Services

Leaf

Cazenove Fund Management