Legal professionals

When working in the legal profession, your financial situation requires an enormous amount of attention. With so many demands on your time – from client consultations and case work, to keeping abreast of the latest legislation – we appreciate that it’s easy to neglect your own financial planning.

We have worked with many successful solicitors and are well aware of how precious your time is. Our flexible approach, combined with our vast knowledge and expertise in the wealth and finance sector, means we are willing to work around your busy schedule even if it requires us to work outside of normal office hours in locations preferable to you.

We provide a specialist wealth management service to solicitors and law firm partners and understand the key challenges you are likely to face. We will work with you to put in place a financial plan to meet your particular needs. We then monitor and review this regularly to ensure your objectives are met.

Our website will provide you with an overview of the services we offer our clients. If you would like to discuss your individual requirements further please don’t hesitate to contact us.