Financial Services
Our Financial Services Department provides independent financial advice on all aspects of financial planning, and is part of the Private Client Division.
Our team can advise on a wide range of areas, including:
- Lump sum investments.
- Inheritance tax planning.
- Regular premium/savings plans.
- Offshore investments.
- Retirement planning.
- Mortgages and remortgages.
- Life assurance.
- Business assurance.
- Income protection.
- Critical illness cover.
The department looks after the needs of a wide range of clients, particularly the investment of capital sums received from personal injury and medical negligence cases, inheritances and matrimonial settlements. We look after investments ranging from a few thousand pounds to several million.
We are happy to meet with prospective clients where the first appointment would be without cost or obligation.
The key contacts for financial services are John Stanley and David Hepworth, the firm’s Independent Financial Advisers. We are regulated by the Law Society, and authorised and regulated by the Financial Services Authority.
Like to find out more about handling your finances? Click here to visit the Financial Services Authority website