Professional
partners
Whatever role you play in your clients’ lives, you’ll benefit from expert support that fills the gaps and frees you up to focus on what you excel at.
In your corner, whenever you need us
As a partner in a professional practice, the pressures of maintaining exceptional performance can be overwhelming, leaving little time or energy to focus on your own financial future. You work in a high-pressure environment where time is scarce, earnings are substantial, but your career span is relatively short – often winding down by your mid-50s.
Your success also means you’re constantly approached by banks, investment management firms, and financial advisers all vying for your attention. What you need is an adviser who is truly independent, with the specialist expertise and experience of working with partners of City law firms for over 20 years.
You deserve someone who understands your career pressures and financial challenges. So, let’s get together to create a bespoke financial strategy that works for you.Contact us today for a free, no-obligation consultation.
Questions we can help to answer for you
- How much do I need to save to be able to retire comfortably?
- I’m caught by the Annual Allowance, restricting what I can put into my pension, so what’s the most efficient way to plan my retirement?
- Nearly 50% of my income is swallowed by tax – how can I reduce this and build a tax-efficient portfolio?
- What protection measures do I need in place to safeguard my family’s future?
- What’s the best way to save for school fees?
- How do I determine what good performance looks like and ensure I have a cost-effective, high-performing portfolio?
Does this sound like you?
I’m too busy to juggle my clients’ concerns and my own financial worries
My income and pension contributions are restricted by complex rules such as the Annual Allowance
I feel overwhelmed by the constant barrage of financial advice and investment pitches from corporate providers
I need tailored, independent advice from someone who understands the specific financial challenges of high-earning professionals
My liabilities are high, and I need a robust protection strategy to secure my family’s future
How we’ll help you
Stay tax-efficient
With nearly 50% of your income potentially being lost to tax, finding ways to recoup Income Tax and build a tax-efficient portfolio is crucial. Our expertise in areas such as Income Tax mitigation, Capital Gains Tax planning, and Inheritance Tax management ensures you make the most of your earnings. We help you navigate complex rules like the Annual Allowance, ensuring your investment strategy remains tax-efficient.
Invest intelligently
Time is your most valuable asset, and we ensure it’s not wasted on uninformed investment choices. Our approach draws on evidence-based principles and decades of experience to help you develop a balanced, tax-efficient portfolio. From VCTs, EIS, and BPR investments to more straightforward solutions, we ensure your wealth is working as effectively as possible.
Plan for retirement
With a shorter window until retirement, achieving your financial goals requires precision and efficiency. We help you understand how much you need to retire comfortably, and what the best strategies are for bridging the gap between now and retirement. And we ensure you’re maximising pension contributions despite Annual Allowance restrictions, and making the most of drawdown options to provide flexible income in retirement.
Independent, specialist advice
Unlike corporate providers or banks with a product to sell, we offer genuinely independent advice that’s grounded in over 20 years of experience working with partners of City law firms. Our clients appreciate our discretion, efficiency, and ability to work seamlessly alongside their legal and tax advisers.
Tax planning advice is not regulated by the Financial Conduct Authority.
We also advise...
Senior executives and business owners
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Take me thereKind words from our valued clients
Contact us
Whatever support you need, get in touch with our expert team today, and start a conversation that might just make a meaningful difference to your financial future.