Financial Planning

Of the 9,000 or so firms of solicitors in the UK, only about 50 are authorised by the Financial Services Authority to provide independent financial advice. We believe that legal and financial advice go hand-in-hand, and that to offer one without the other is to offer a second-rate service that can occasionally border on the negligent.

Many of our clients receive large capital lump sums as a result of the work that we do for them – perhaps an inheritance, the proceeds from a house sale or divorce, a redundancy payment or a damages award. We want them to be able to invest the money wisely and earn greater returns than bank accounts can provide. We are able to help them get the best return on their savings and investments and ensure that they do so in the most tax efficient way.

We also provide specialist and completely independent advice on  Insurance and Protection Needs, Long Term Care, Retirement Planning, Pensions and Mortgages. For further information or to arrange a free initial consultation, please contact Dean McCarthy