Do you interact with other professionals such as my accountants & lawyers?

Yes.  We have trusted professionals in our network who we refer to for their specialist advice.  This includes tax, accounting, business advisory, lending and legal services.  Where appropriate we refer our clients to professionals in other fields to ensure that they’re receiving the best possible advice across all services.

Our clients are not obliged to utilise services referred to them if they prefer to use their own trusted professionals. Under either scenario, our team at Ally is happy to work and communicate with the other trusted professionals who are forming part of your financial journey.