Working in partnership for the benefit of your clients. We work with you to ensure your clients receive the best advice available and enhance your client relationships. Our mutually rewarding programme is designed to make the process of ensuring your clients are fully utilising their potential tax incentives easy.
How a partnership with us works:
The process of partnering with Gateley Capitus in four easy steps:
1. Initial meeting:
We meet to discuss how we can potentially work together and how best to tailor our services to best suit your and your client’s needs.
Agree how we are going to work together, assess which clients may benefit from our advice and agree a plan of how best to approach the clients.
Start working with the clients and provide you regular progress updates.
Your client will receive their tax incentive and we will share any success fee with you.