Solicitors

Solicitors increasingly work with Independent Financial Advisers who have the expertise to enhance service propositions.

We can offer your clients:

  • Trustee investment advice

  • Access to specialist inheritance tax planning, to compliment your advice

  • Financial planning in divorce – we hold the licence to assist with all types of pension transfers and can act as 'financial neutrals'

  • Investment advice with personal injury settlements

We are pleased to present talks to solicitors, tailored to your practice's needs.