thewealthworks is more than a software
provider, but don’t just take our word for it

Let our case studies show you exactly how we’re able
to offer flexible, long-term solutions that meet your needs.

We are proud to be working for some very prestigious, well-known organisations and to be able to feature them on our website.

However, due to the confidential nature of some of our client’s businesses, full client listings can only be supplied on request and you may need to sign a confidentiality agreement.

PKF Francis Clark logo

Client: PKF Francis Clark
Product: Troika for Probate

PKF Francis Clark are the largest independent firm of chartered accountants in the South West. Celebrating 100 years in practice in 2019, they have grown from one partner and an assistant to 54 partners and over 700 staff with seven offices in the region.

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UHY Hacker Young Logo

Client: UHY Hacker Young (East)
Product: Troika for Probate and UK Trusts

UHY Hacker Young (East) are part of the UHY Hacker Young network of chartered accountants. With three offices and over 40 staff, their specialist advisors provide a range of services, including wealth management, probate and private client services, to clients throughout Hertfordshire, Bedfordshire, Cambridgeshire and East Anglia.

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pennington manches

Client: Penningtons Manches LLP
Product: Troika for UK Trusts

Penningtons Manches LLP is a 115 partner law firm with offices in London, Cambridge, Hampshire and Surrey. They are recognised as having one of the top private client teams in the UK and specialise in the creation and management of trusts.

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Raffingers Probate Logo 2017

Client: Raffingers
Product: Troika for Probate

Raffingers is a top 100 firm of accountants and business advisers, helping businesses and individuals throughout Essex and London achieve their goals and ambitions. Through using the latest technology, keeping ahead of legislative changes and delivering bespoke solutions, all by a passionate and dedicated team, Raffingers enable their clients to not only get more from their business and personal finances but also to save valuable time in the process.

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Client: Parish Group Limited
Product: Troika for International Trusts and Companies and Connect

Parish Group Limited is a Corporate and Trust Services Provider based in Guernsey, specialising in international company and trust administration along with private client work. The business was established in 2010 by Arran and Charlotte Grisley.

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Client: Macfarlanes LLP
Product: Troika for UK Trusts and Connect

City based law firm, Macfarlanes, is a Top 50 practice with 81 partners and around 350 other lawyers, making them one of the leading law firms in the City.

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Client: Blick Rothenberg
Product: Troika for UK Trusts

Blick Rothenberg is a leading firm of chartered accountants with particular experience in UK trusts and high net worth individuals. thewealthworks started working with them in 1995.

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Client: Case Study for a Family Office (identity protected to maintain confidentiality)
Product: Troika for Family Offices & Private Wealth

Operating since the 1950s, this family office was formed initially from the bookkeeping and management team of a large family-owned trading company, after flotation (and eventual sale), the back office function was retained. They carried on providing information for the family members of the company and they also, unusually, created a separate offshore office. Several years and a few generations later, this modern family office provides a range of services to now fairly disparate family members.

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Client: Bell Tower (name changed for confidentiality)
Product: Troika for Fund Administration

Bell Tower is a firm of lawyers with a substantial private client department providing a range of investment services.For Bell Tower, taking administration of the OEIC in-house was partly for control and partly for quality of service. They wanted to improve the range and timing of reporting to shareholders. But also take control over dramatically increasing outsourcing overheads. With the change in economic climate, cost savings became increasingly relevant, particularly for OEICs below £50m in value.

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