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Barristers trust us as a safe pair of hands with their finances

We work with people like you – applying the detailed sector knowledge we have gained through specialising with clients at the Bar across commercial Sets.

We serve Juniors, QCs and Judges. We understand the challenges of time pressures and sporadic earnings you likely face, as well as the need to plan for the unforeseen.

Our expert team will work to help ensure financial peace of mind, leaving you free to focus on your extensive work demands. We will help you reach your financial goals and plan for the now as well as later stages of your life, ultimately aiming to achieve financial independence.

Amongst other elements, we can help you manage:

  • Income irregularity
  • Cash flow, for example twice-yearly tax bill payments
  • Family protection
  • Financial quirks that accompany a profession at the Bar
  • Financial elements of the self-employed nature of your work

Evidence of our work is illustrated through our investment returns.

You’ll be looked after by one of our Bar Team specialists.


We have an ongoing relationship with the Bar and a dedication to improving financial wellbeing. Support and sponsorship of Bar-related events also demonstrate our long-term commitment.




Key Contact

Gareth Parsons
Director
Gareth graduated from the University of Bath with a Read More

The Team

Gareth Parsons
Gareth Parsons
Director
Simon Maydon
Simon Maydon
Associate Director
Oliver Cheng
Oliver Cheng
Associate Director
Chris Coomber
Chris Coomber
Chartered Financial Planner
Mark Everitt
Mark Everitt
Associate Director
Daniel Burrows
Daniel Burrows
Chartered Financial Planner
END OF TAX YEAR
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By seeking financial advice, Barristers could achieve financial wellness

Our qualified, professional advisers can help put your finances on the right path. Request a call back today or read our blog to learn more about how we are helping to improve financial wellness at the bar.

Did you know?

Stats
End of Tax Year 2018/2019
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The start of a new year is often a time for reflection, and planning ahead for the year to come. This can be a good time to bring personal finances to the top of the pile, making sure your financial goals are well planned for. With the End of Tax Year approaching, we have prepared an in-depth checklist to help you take advantage of the tax-efficiencies available.

Read more.

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Junior Barristers: financial planning considerations (04:06)

Junior Barristers are very busy individuals, who are under significant pressure to manage multiple priorities, whilst building their careers. Simon Maydon, Associate Director, talks about the key financial elements Junior Barristers should consider.

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Financial planning considerations for Barristers (02:01)

Barristers are often extremely time poor, so it is crucial that their financial matters are handled effectively. Simon Maydon, Associate Director, discusses the importance of this.

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Contact us

If you would like further information about our services or would like to arrange a complimentary, obligation-free telephone conversation or meeting to discuss your requirements, please contact us.

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