Working with solicitors

We firmly believe that looking after a client and their family requires a long-term strategy – one where the complementary skills of solicitors and financial planners can combine across all of a client’s financial and legal affairs.

We work in many ways with our colleagues in the legal professions.

We provide independent financial advice and guidance on investments and estate planning opportunities.

As we review your client’s financial affairs, we may also find other areas where they could have a better strategy in place. Good examples of this would be having adequate life insurance or pension provision.

Holistic, personal advice . . .

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We’ve worked in partnership with solicitors, accountants and actuaries for a number of years now. We have total respect for other professions – and when we come together, it can be a force to be reckoned with. 

Ewan McCorkindale, Director

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