We specialise in providing financial planning solutions to law professionals, whether you’re thinking about maximising your 10 year wealth plan, getting to the next stage of your career by making Partner, or as a Senior Partner planning retirement.

We understand you are also experts at what you do, which comes with demanding work commitments. Balancing a successful career with family responsibilities, on top of having to worry about planning the next phase of your life, can add a level of stress. We can take away the stress of planning for your financial future by guiding you through your options and putting a tax efficient plan in place. This ultimately gives you back something invaluable - more time to focus on your work and family.

There are often life and family expenses to think about such as an equity buy in, education fees for children or contributing to house deposits. We have a range of appropriate solutions to achieve these goals. We also look beyond retirement and plan how to pass on your estate in a tax efficient way to your future beneficiaries.

Whichever phase of your life and career you are at we can help develop a strategy to achieve your next stage with a robust, pragmatic and tailored plan to meet your future needs.