To provide much-needed clarity on your financial future, including understanding when you can afford to retire.
What we offer
We have a deep understanding of the intricacies of the legal profession, and the demands you face. This insight also gives us an in-depth appreciation of the financial considerations that go with a legal career, including irregular income streams.
We advise hundreds of current and retired law firm partners and senior professionals.
Investing is usually an important part of the process and can affect how much money you will have in the future. There are many other areas in which we have extensive experience to make sure your finances are working hard for you.
A personalised investment portfolio
Our investment managers will build a portfolio around your unique circumstances, compliance obligations and preferences. We'll leverage investment research, adjust to market changes, and free you from day-to-day effort, so you can relax while your money works for you.
Flexible financial planning
A significant part of your role involves supporting others — but who is safeguarding your own financial future?
It’s important to have a strategy that reflects your personal circumstances and long-term objectives. We know that everyone's situation is different and so are their financial goals — which is why we tailor our services. Our experienced team of financial planners have solid experience of working with lawyers, accountants, consultants and other professionals excelling in their careers, and we can advise you in all the areas that matter most to you.
Support throughout your career
Whether you’re a lawyer in the first few years 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:
Why you might need advice
A career in law comes with attractive earnings prospects, a challenging subject matter and often prestige. Yet working as a solicitor or barrister also requires a lot of sacrifice, which can involve long working hours. We know that when advising lawyers about their finances, their time is valuable, which is why we make it easy to work with us to address your own planning needs.
This includes communicating clearly and concisely. We’re prepared to have shorter meetings and ensure everything is covered in a timely manner. Working remotely can help to facilitate this efficient approach to financial planning, or we can hold meetings in person at one of our offices or somewhere else to suit you.
Our advisers and planners won’t make decisions or recommendations that do not align with your financial situation and goals. It is your financial future – let us help make it work for you.
Cash flow forecasting
Retirement planning
To guide you through some of the more complex rules and regulations that could affect your income when you’ve stopped working.
Taking an investment income
Providing advice on drawing down on your various savings pots in an investment and tax-efficient manner.
Risk management
Considering whether you are applying the appropriate levels of risk to the component parts of your portfolio – too much may introduce unwanted variation in performance; not enough might mean you don’t achieve your goals.
Investment reporting
Helping you with your internal compliance reporting and meeting compliance deadlines.
Personalised support
We’ll develop and implement a bespoke financial plan that will align with your goals – whether that’s at the start of your career, in the run-up to retirement or beyond.