Private client solicitors

Do you want to develop closer links with other professional firms, which offer services to similar clients?

We work with Private client solicitors who are interested in the following goals:

  • Marketing 
    Getting more profitable clients who are interested in complex work.
  • Fees
    Working together could help you to improve your profit margins.
  • Service
    By working together you could deliver more value to clients.
  • External threats
    There are always threats from competition and legislation, particularly the Legal Services Act.
  • Income
    You could generate more revenue via introduction fees or reduce costs for your clients.

Who we work with

We work with business owners and professionals looking to secure their financial independence. We find that clients typically come to us after significant life changes such as bereavement or inheritance, and need to develop a strategy for this. We deal with many clients aged over 50 who naturally need to plan for wills, Lasting Powers of Attorney or possible care fees. We also act for trusts which have investments. Our Financial Planning service gives them the ability to determine how changes might impact on their financial future.

Case studies relevant to private client solicitors

Want to learn more?

Contact us to discuss how we can work together, or take a look at our Financial Adviser Evaluation checklist. This will help you to evaluate whether your potential or existing Financial Adviser relationships match up to your expectations.