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.