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We help law professionals and partners throughout their career and life stages

As a law firm partner, we know that you lead a busy life – facing challenges of time pressures, balancing conflicting priorities and transitioning from being employed to self-employed. We are here to help give you financial peace of mind and provide you with more free time to focus on your work and personal life.

We work with c650 current and retired law firm partners and senior professionals, particularly in magic and silver circle firms. Working with so many of these clients means we have a deep understanding of the intricacies of the legal profession and the financial considerations that go with it.

Whether you have recently become a partner, are in the middle of your career or are approaching retirement, we can help balance your financial priorities and navigate the economic changes which may impact your finances. Our seamless combination of financial planning and investment management expertise provides you with a holistic service, to help you meet your financial goals.

Our involvement in the legal sector is reflected through our continued support and sponsorship of:

  • The Legal Business Awards 2014-2017
  • The Lawyer Hot 100
  • Legal Harmony music galas
  • Legal 500 Awards 2018.

Key Contact

Ian McNally
Ian began his career in Financial Services in 1986 Read More

Did you know?

2018 Research Report: Financial Wellbeing

Our latest research explores what High Net Worth individuals understand financial wellbeing to be and identifies the key factors that can create a sense of wellbeing. We found that while money remains important, pounds and pence are no longer the only yardstick for success, and emotional factors are considered among the most important drivers.

The full report, Financial Wellbeing: more than just pounds and pence is available to download now.


Considerations for Lawyers – transition to partner (01:48)

Promotion to partnership brings numerous financial changes and new considerations. Associate Director, Charlie Sage, summarises.


Considerations for Lawyers – middle career stage (02:14)

Mid-career, financial priorities start to change. How should this be managed? Charlie Sage advises.


Considerations for Lawyers – approaching retirement (01:47)

As lawyers start to approach retirement, it is crucial to establish whether they have enough to last the rest of their lifetime. Complex decisions around saving and passing on wealth need to be made. Charlie Sage explains how we can help.