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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?

End of Tax Year 2018/2019

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.


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.