Legal Services

Legislation inevitably impacts on all aspects of financial planning and wealth management.
We can assist you through the legal landscape of compliance and procedures.

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

  • We can work with you to ensure that any legal assistance that you may require is considered at an early stage of your planning process. 
  • Our licence from the SRA allows us to assist you 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 you.
  • We will still continue to work with your existing legal advisers when this is your preferred choice as we have done in the past.
“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”.”