Services for solicitors
Professional practices face unique challenges in terms of regulations and requirements. We have considerable experience of working with firms of solicitors to assist with financial services advice and administration on behalf of their clients.
Professional practices can approach us for assistance with confidence that they are working with a firm that is sympathetic to the need to adhere to the highest standards of ethical conduct expected of professional firms.
We can assist with reporting, reviews of clients’ existing arrangements or can simply offer a technical advisory service for any queries that may arise in your day to day dealings with your clients. In particular we can offer assistance with pension and divorce matters including identification of potential issues arising from pension and other financial information provided on a Form E. We can offer a straightforward appraisal of the details provided in order to identify any inconsistencies or where further information should be obtained or we can be retained to obtain all the necessary information from the trustees and report to you as necessary
Our services include;
- Pension planning for partners
- Partnership insurance arrangements
- Commercial property purchase funding
- Residential mortgage funding
- Pension splitting issues
- Advice to clients pre and post divorce
- General financial planning for clients