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Services for Solicitors

Services for Solicitors

We are able to provide a range of services for solicitors and their clients. 

You will have access to:

Discretionary investment management services provided by investment managers, with experience in:

  • Investments within a range of trust arrangements;
  • Investment portfolios of non-domiciled clients;
  • Court of Protection portfolios; and
  • Charity investments.

Our chartered financial planning services, delivered by Rathbone Pensions and Advisory Services, with experience in:

  • The valuation and treatment of pensions upon divorce
  • Probate
  • The implementation of regulated investment structures as a result of professional tax advice
  • The planning and structuring of assets for clients that have received a financial settlement as a result of accident or injury.

We can provide a combination of these services, depending on your clients’ requirements.

We can also complement the service of other professional firms that hold the client relationship, and the integrity of their advice, at the top of their agenda.

Related Literature: 
The value of your investments and the income from them may go down as well as up, and you could get back less than you invested.