Our Professional Services team is dedicated to supporting partners who work in law and accountancy firms, management consultancy and those within the barrister community. We offer a relationship-based proposition providing services tailored to the specific needs of our clients.
We can help you adapt to lifestyle changes, providing credit, banking and mortgage advice, whilst maximising your investment and saving return. We develop a bespoke financial plan for you, and establish a thorough understanding of your objectives, whether it is planning for retirement, protecting your family, investing tax efficiently or passing on your wealth. Regular reviews ensure that plans adapt to your changing situation.
Our areas of expertise:
We provide investment management diversified across a broad asset allocation, which can be run on a discretionary or advisory basis. We agree a mandate with you, which your investment manager will continually monitor on your behalf. We are able to manage to a restricted investment list if applicable.
We build a plan with each of our clients to ensure we understand their objectives fully, whether it is to plan for retirement, to protect the family or invest tax efficiently.
Credit and mortgages
Our extensive experience from working closely with many partners means we understand the method and status of partners earnings and can progress applications swiftly, so that you can take advantage of our competitive rates.
We are able to work with you to understand your foreign exchange needs to ensure you receive the currency that you require, when you need it.
Day to day private banking
With this service, you have access to a dedicated Private Banker. Our global strength and expertise will be delivered through this contact who understands your needs and will support you in all aspects of planning for your financial future.