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Solicitors & Accountants

Most financial adviser firms regard solicitors and accountants as a potential source of new clients, but we work alongside professionals to assist them to provide a more comprehensive client service which will enable them to differentiate their business proposition from that of their competitors and to establish the basis for enduring client relationships. We are regulated by the Financial Conduct Authority.

Chartered Crest Square

Private Clients

Whether your clients are looking to pass on wealth to the next generation, saving for retirement, needing advice at or in retirement or planning for later life care, we can work with you to put a strategy in place tailored to their needs.

Family Lawyers

We support family lawyers and their high net worth clients throughout the financial settlement process by helping to identify and mitigate the risks associated with negotiations around complex financial assets.


Clients may need investment advice following litigation cases that result in lump sums. For example, they may want to secure an income for life because they are unable to work.

Tax Efficiencies

An added benefit of utilising our financial planning service is we can advise clients on their tax situation.

We will look at how their money is currently invested to see if they’re utilising all available tax allowances and making full use of every suitable investment wrapper available to ensure their money is packaged in the most tax efficient way.

Working With Us

For many professional advisers, such as solicitors, accountants and financial planners, the acquisition and retention of clients, with the desire to build a lasting relationship is a key priority. However, this can often prove to be costly in terms of time money and resources. It is financial advisers who are best placed to work with solicitors to complement and enhance the solicitors own services, rather than simple client referrals.

Providing a holistic solution to clients will be welcomed and will not only provide a less transactional approach to clients but also give the practice a significant contribution to their bottom line. Finding the right IFA partner is very important and having the confidence with the advice is essential for the practices to know their client is being looked after.

Whilst we all have our own professional bodies, regulators, and codes of conduct, we all have a desire to build successful businesses that are centred around achieving positive outcomes for client’s. That is why we work alongside other professional advisers to streamline our services and create a harmonious process for our respective businesses and clients.

We can support firms in providing holistic advice to ensure that their clients achieve the best possible outcome. And where our planning process identifies the need for professional legal support, we will seek to match a client with the right person to deliver it.

Download our Working with us Factsheet HERE

Our Guardian Service

Creating a truley holistic service...

Guardian is a unique benefit which smooths the way when collaborating with other professionals to enable us to provide a true holistic financial planning service. We're expert financial planners but we know our limits, that's why we collaborate with specialist advisers to ensure our clients get the correct advice. We even contribute up to 10% of our annual fee towards the cost of their advice, for personal/family clients.

You can find our downloadable Guardian fact-sheet HERE 

Our latest Webinar

Client Vulnerability

This month, Marina will be discussing our role As Financial Planners, how we can provide financial planning to the highest standard whatever the circumstances of our clients, some of whom can sometimes find themselves in a vulnerable situation, more so in the last 24 months.

We are also joined by Stewart Stretton-HIll from Irwin Mitchell who will be discussing best practices and how you can identify clients who are vulnerable..

Upcoming 2022 Webinars

Click the links below to register to our upcoming webinars...

5th October - What is Financial Planning?
7th December - Financial Review of the Year

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Our Latest Guides

Our knowledge base hosts a wide range of useful guides and technical documents. Along with this, we host regular seminars on relevant topics which may add valuable CPD to you and your colleagues.