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How we work with Solicitors

  • How we work with solicitorsTaking investment liability away from Trustees and managing the investments in the most effective manner.
  • Advising clients on splitting financial products such as pensions after divorce.
  • Ensuring that relevant policies are in place to support legal business contacts such as cross option agreements.
  • Ensuring that mortgages are completed effectively through co–ordination with convincing.
  • Providing IHT advice and planning to clients as part of the will writing strategy.
  • Offering seminars to our solicitor colleagues in areas of common interest.

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When you get in touch, we’ll appoint you your own dedicated independent financial adviser to find out how we can help you. Better still, this initial consultation is completely free of cost or obligation.

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