The solicitors that we work with are typically further along in their career; you’ve been focused on building your practice for many years. Your children are likely to be older; they might have already finished their education. Things look different now to how they used to. You now have more freedom in terms of time and money, to use as you wish.
Your financial needs are likely to be complex and tax-driven. Whilst you might have significant savings, pensions and investments, you are likely looking for clarity on the income they will provide. Hand in hand with your financial strategy come your aspirations and goals, both for now and the future. We find that many solicitors are so busy they lack meaningful time with their families; we will help you to get the balance right, so you can start living your ideal lifestyle today.
Whether you’re hoping to retire soon, or simply achieve a better work-life balance and financial clarity, we can help. We follow a comprehensive lifestyle financial planning process. The steps we follow will give you the clarity and confidence you need to achieve your aspirations.