We’ve built up a successful financial planning practice by working with selected firms of solicitors who match our high standards of service.

With our offices based in Earley, Reading, we predominantly work with solicitors in the wider Reading, Berkshire, Surrey, Hampshire and Oxfordshire areas.

Our financial planning services are best suited to legal professionals who fully engage with the financial planning process. We will work with your clients to provide the highest possible standard of service, so you can be assured they are in good hands.

Take a look at how we support and work with a number of solicitors, barristers and judges:

What our clients say about us