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:
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.