In partnership with Brewin Dolphin
Professional financial advice for clients has become an increasingly important area of work as individuals seek to preserve, grow and ultimately pass on their assets. We work in partnership with leading investment and financial planning firm Brewin Dolphin to provide resources for members who look after the financial affairs of individual clients and trustees.
Family law
Consider how financial planning supports all aspects of family law
Personal injury
Ensure your clients receive the best possible advice, pre and post settlement
Private client
Working together to help clients preserve, grow and pass on their wealth effectively
Corporate advisers
Wealth management support in corporate transactions