Professional advisers, lawyers & accountantsJust as we can help many of your clients, we may be able to help you too.
How we can help
You may work in law, accountancy or finance and be a confident investor in your own right – many of our clients are. But what you may lack is a coherent plan that takes into account overall risk, tax efficiency, your retirement expectations and the many other factors that will play a part in helping you meet your goals.
Simon Barker and Darren Chaplin lead our dedicated offering for professional advisers, lawyers and accountants. In the webinar below, they explain our unique approach.
We understand that your requirements will develop over time, and that patterns and sources of your income are likely to change. We can advise you on how best to plan for a successful financial future and accommodate the different stages of the journey.
We form a team around each client comprising specialists in financial planning, discretionary investment management, cash management and lending, all delivered under one roof.
Read our brochure to find out more about how we can help professional advisers, lawyers and accountants.
How we helped a partner at a global law firm plan for retirement
Our client was intending on retiring from a law firm. We helped her put in place plans to allow for a long and financially-secure retirement, while meeting higher outgoings in the near term. Our work also included advice on structuring investments in the most tax-efficient way.
Helping a busy professional plan for the future
Our client, a partner at a Big 4 accountancy firm, wanted advice on building an asset base and help managing her investments. Increasingly, she found that investing herself was becoming too time-consuming, especially given the administrative burden of her firm’s compliance regime.
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To discuss your wealth management requirements, or to find out more about our services, please contact us below.