Solicitors

Our tailored service and relationships which we hold with all our clients, complements the service and relationship you have with your clients. We look to work with you so you can deliver added value.

The flexible approach we take means we can work directly with you as your appointed investment manager or in conjunction with your designated IFA. It also means that we can change your client's asset allocation when their needs change.

We plan and structure your clients' assets and aim to limit the risk to an agreed acceptable degree of volatility, whilst striving to deliver the returns they are seeking.

We can offer a range of specialist areas under discretionary managed and advisory managed services. These include:

• Probate valuations
• Trust management and trustee advisory service
• Care funding
• Tax efficient savings
• Personal injury
• Court of protection
• Power of attorney
• IHT mitigation portfolios