Over the years, we have established close working relationships with a number of private client lawyers, working collaboratively with them to provide high-quality financial services expertise to their clients.
As a private client lawyer, when you’re looking for an independent financial adviser, you’ll want to choose the right partner who can deliver the broadest possible range of services to your clients. You’ll also be looking to partner with a team who places the same emphasis on client care as you do.
Our services are designed to help you deliver a seamless extension to the services that you offer your clients. Our support gives you the opportunity to build and strengthen your client relationships, safe in the knowledge that we offer truly independent and unbiased advice on every occasion. Our aim is always to provide a best of breed solution in any aspect of our clients’ financial life.
Using our Lifetime Wealth Model software, we input all available financial information and build up a detailed picture of the client’s financial position, giving them the clarity and understanding they need to make the right decisions about their wealth.
Experience shows us that clients value the comprehensive and factual nature of the information they receive from us. Our cash flow modelling software helps build a full and real picture that can be readily updated and revisited to help them understand the impact of major financial decisions such as giving capital away to other family members, buying a second home, or deciding to take early retirement.
At every annual review, we always seek to ensure that clients have appropriate wills and powers of attorney in places, ensuring that all adverse events are prepared for. We see this in terms of a reciprocal arrangement; we can support you as you build and enhance your client relationships and in turn introduce your services to our clients. It makes our life easier if our clients engage lawyers we work well with and trust, and in turn we aim to offer the type and level of service that means you’ll be more than happy to recommend us to others.
We offer clients access to a comprehensive range of services designed specifically to meet the needs of high net worth individuals. This encompasses investment, mortgages, protection polices, pensions, property advice at home and abroad, as well as estate planning services.
Our aim is to work in partnership with you to deliver an outstanding service to your clients. We find that it’s often through the smallest initial question that our deepest relationships emerge. If you’d like to discuss how we could work together, or would like to set up an introductory meeting, then please do contact us.
For further information on how we can help you build and protect your wealth, please contact us.
