Political support for action against climate change has waned in the US with Donald Trump’s return to the White House — but the issue remains as relevant as ever for investors.
How can we help lawyers
Whether you are a lawyer in the first year of your legal career, approaching retirement, or anywhere in between, financial planning should be an ongoing focus in your life. We're here to help balance your priorities and navigate the changes that can affect your finances.
Financial planning for solicitors, barristers, and legal executives is a service to ensure your wealth works hard for you - so you can focus on your clients and career.
Time pressures and conflicting priorities are commonplace for anyone working in the legal profession.
So if you're looking for support for yourself or your clients, we can help.
How can we help accountants
We understand the various challenges that come with being an accountant, intricate compliance obligations and a local of time to manage your financial arrangements are just two common concerns.
We offer financial planning for accountants that is only ever based on your unique aims through a plan that has an appropriate level of investment rusk. In addition, we have dedicated teams who work with partners at every Big 4 accountancy firm.
With expert advice, we can help determine the right path for you, whether that's achieving financial independence or passing on your wealth in a tax-efficient manner.
Whether you're looking for you or your clients, our services could help.
Investment and wealth management
Our wealth management service is designed to help individuals and families plan and invest their money so they can meet their financial goals.
Whether you or your clients are looking to grow your money, save for retirement, structure your retirement income, or pass on assets to the next generation, we are here to help.
Responsible investment
We offer individually tailored portfolios that reflects your client's values. We use the extensive experience of our in-house team and Greenbank which is our specialist ethical, sustainable and impact investment team formed in 1997.
