Wealth Management Services

We are one of the leading firms of solicitors in the region. Unlike most firms, we have our own in-house financial services department offering truly independent financial advice. We are not tied to any one company and have no products of our own to sell.

Our approach to financial advice is exactly the same as our approach to legal advice - to act in your best interests and to make recommendations based on your particular circumstances.

Our key areas of work include:

  • Investments*
  • Inheritance tax planning
  • Pensions*
  • Retirement planning
  • Protection for you and your family
  • Equity Release**
  • Commercial and corporate
  • Review Service

Investments

  • Lump sum and regular premium investments
  • Unit trusts and OEICs
  • Investment bonds
  • ISAs
  • Onshore and offshore investments
  • Trustee investments

Inheritance tax planning

  • Advice about current allowances, exemptions and options
  • Whole of life insurance
  • IHT efficient Wills
  • Trusts

Pensions

  • Personal pensions
  • SIPPs (self-invested personal pensions)
  • Lifetime allowances

Retirement planning

  • Annuity purchase
  • Income drawdown
  • Flexible drawdown

Protection for you and your family

  • Life cover
  • Critical illness cover
  • Mortgage term assurance
  • Family income benefit
  • Whole of life insurance

Commercial and corporate

  • Keyman insurance for company directors and partners
  • SIPPs*
  • Group personal pensions for employees*
  • Pensions auto-enrolment*
  • Investments*

Review Service

In addition, we can review existing investments, pensions and other financial products that you may already have, check their performance against other similar products and consider whether they are still appropriate for your particular needs.

*Investments and Pensions. Please remember that past performance is not necessarily a guide to future returns. The value of units and the income from them may fall, as well as rise. Investors may not get back the amount originally invested.

**Equity Release Includes home reversion plans and lifetime mortgages. To understand the features and risks, please ask for a personalised illustration.