Legal Services


Legislation inevitably impacts on all aspects of financial planning and wealth management.

We can assist our clients through the legal landscape of compliance and procedures.

Our legal services are for our existing clients.  We do not provide any legal services to the public.

Being dual regulated by both the Solicitors Regulation Authority (SRA) and Financial Conduct Authority (FCA) means we can provide our clients with further choice in respect of their legal requirements.

  • We can work with our clients to ensure that any legal assistance that they may require is considered at an early stage of their planning process. 
  • Our licence from the SRA allows us to assist our clients within the areas of non-contentious private client (e.g. wills and probate), property (commercial and residential) and corporate / commercial work where this is appropriate for them.
  • We will still continue to work with our clients’ existing legal advisers when this is their preferred choice as we have done in the past.

SRA Transparency in Price and Services Statement

“You can trust us to support several generations of your family to make wise decisions during emotional times. We have a system in place to prevent exchanges of information that might cause conflicts of interest.  Feel free to ask us more about this – it’s known as the “Chinese Wall”.”