Telephone: 01444 475400
Telephone: 01444 475400
With accountants and solicitors no longer being able to offer financial advice through their professional bodies*, the choices left to them are to either refer such work to an accredited wealth manager or set up as a wealth manager themselves. Some practices are reluctant to offer any form of financial advice, however this does not add value to the service offered to your clients and leaves the threat of competition from other practices.
*The Financial Services and Markets Act (2000)
Clients often require a multi-disciplinary approach, drawing on the skills of different professions to help them plan their affairs and implement the correct course of action. Cavanagh has considerable experience of working with Solicitors and Accountancy practices and has numerous partnerships set up around the country ensuring that our mutual clients receive a highly co-ordinated service.
Having a professional relationship with Cavanagh means that your clients have access to your knowledge and experience combined with the expertise of a wealth manager enabling you to offer corporate and private clients a complete package to help them manage their finances.
If you are an Accountancy or Solicitors practice wishing to provide a complete service to your clients incorporating financial planning, we would welcome the opportunity to discuss how our Professional Connections could work for you.
For more information contact us on 0845 601 3190 or email to professionalconnections@cavanagh.co.uk
‘Aged Debt Funding Specialist for Barristers, recommended by the Bar Council’ – www.vectorfinance.co.uk
click here to visit the Bar Council microsite.
Cavanagh specialise in advising both Solicitors and members of the Bar on all aspects of financial planning. We believe that our extensive knowledge of your profession makes us well positioned to advise you on both your business and personal finances.
Your workload may dictate that you end up neglecting your personal financial situation by spending more of your time dealing with your clients. We will analyse your existing situation and establish your objectives and priorities going forward. Once a relevant plan is devised and agreed we will help you to monitor and adjust your plan to match your circumstances.
We advise legal practices and their partners across the UK, however, the majority of our private clients are City based, ‘Magic or Silver Circle’ Partners, or work for one of the many boutique practices. Our main focus on behalf of our clients is to investigate ways in which we can improve their net income in retirement. For those who are yet to make Partner we are able to assist by looking at a long term financial strategy taking into account goals and aspirations.
We have agreed a number of strategic partnerships with Law Firms and Accountants enabling us to provide advice both to the practice itself and also to the clients of the practice. One of our longest standing relationships is with Place Campbell Chartered Accountants who focus specifically on the Bar and currently act for over 2,500 barristers.
In 2009 we were appointed as the Bar Council’s service partner to provide Independent Specialist Wealth Management Advice to all members of the Bar. To find out more about our service for Barristers please click here
We continue our support of the profession through our sponsorship of the Institute of Barristers Clerks, Young Bar Conference and the Bar Conference as well as a number of high profile legal orientated sporting events.
Our team of Legal profession specialists will be able to advise you on all aspects of financial planning as well as looking at ways in which they can reduce your tax liabilities. To arrange an initial discussion with one of our legal profession specialists in your region please call us on 0845 601 3190 or email us at lawyers@cavanagh.co.uk.
‘Aged Debt Funding Specialist for Barristers, recommended by the Bar Council’ – www.vectorfinance.co.uk
