A professional service for professionals - tailored solutions for solicitors, accountants and their clients

Over the years we have established close associations with many leading firms of solicitors and accountants who require specialist financial management and advice for their clients.

Our main support services are:

• Financial Planning


• Long Term Care Planning


• Trustee Investment


• Pensions and Divorce Advice


• Inheritance tax planning


• Retirement planning


• Wealth Management

Long Term Care

We have assisted many solicitors looking for a specialist adviser with bespoke long-term care knowledge. Advisers working in this area are required to undertake annual training with a barrister who concentrates on long term care issues. One of our directors, Emma Ames, is our specialist in this field. Emma has also obtained the Chartered Insurance Institute's advanced long-term care qualification known as CF8. More

Trustee Investment

All our financial planners within the Trustee Advisory Team are qualified to advanced levels in Taxation and Trusts. Each is well versed in tax and investment issues for all types of trust. Our experienced team provides detailed investment reports for new trusts and those that may need reviewing.

As a valued addition to our professional service, we also run in-house seminars for solicitors and accountants on trustee investment. More

Pensions & Divorce

We recognise the necessity of being up-to-date with all contemporary issues surrounding divorce cases.

We are happy to work on a joint instruction basis if required. More

Inheritance Tax Planning

To fulfil the rapidly growing need for expert advice in this field, the majority of our financial planners hold the Advanced Financial Planning Certificate in Taxation and Trusts. More

Retirement Planning

Regulatory bodies now demand that advice on certain aspects of retirement planning and pensions can only be offered by advisers holding the Advanced Financial Planning Certificate qualification G60. In order to meet this specialised requirement, we offer the professional services of two financial planners holding this prestigious qualification. More

Pension Scheme Administration

Our pension scheme administration team has a wealth of experience in administering Small Self-Administered Schemes (SSAS), Self-Invested Personal Pensions (SIPPs), Group Personal Pensions and Group Stakeholder Pensions. We also advise pension scheme trustees on their options when considering Occupational Pension Scheme wind-ups.