Professional advisers, lawyers, trustees and accountants
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.
Planning your wealth can be complex
We understand the specific demands of professionals. In particular, we know that individuals in this sector often have little time to devote to their own affairs. Time spent on strong and concise advice will allow wealth to be built and protected over the span of a career.
We work with you to identify your financial goals and plan for the future. We can provide you with the peace of mind that comes from knowing your wealth is being well managed – allowing you to focus your attention elsewhere.
Working with you
We have extensive experience of planning for partners with detailed knowledge of the partnership and compensation structures commonly used by professional firms.
Where partners have independence and investment restrictions we are able to use appropriate, pre-authorised, investment vehicles to satisfy the restrictions. Alternatively we can offer a fully bespoke service and liaise directly with a firm’s compliance team to manage the investment restrictions.
Contact us
Discuss your wealth management needs or find out more about our services.