Financial Planning Support For Solicitors & Their Clients
Clients of solicitors often have need of independent financial advice and if such a firm doesn't have an in-house adviser it is difficult to know who to recommend for such important work.
As you can read on this website, Isis Financial Planners was founded in 2002. We are a small company but offer a wide range of services, specialising in wealth management: investments, pensions, trusts and tax planning. We all hold the advanced Personal Finance Society qualification and are Chartered Financial Planners individually. In addition, two of us are members of STEP – this is an unusual, but powerful combination of skills for financial advisers.
We already work with many firms of solicitors and, in particular, we can:
- advise trustees on suitable investments when trusts are set up and conduct regular investment reviews;
- advise on suitable investments for clients with diminished mental capacity;
- implement trusts and arrange life insurance as part of an estate planning exercise;
- help beneficiaries with investment, pension and tax planning.
As the UK tax system grows more complicated, it is important that financial advisers have a detailed and up-to-date knowledge of its workings. However, many IFAs have only a sketchy understanding of the tax system. With our combination of skills, we can ensure that, for example, a beneficiary's tax position is carefully considered when recommending investments.
Few IFAs offer our kind of integrated, holistic financial planning. Fewer still have professional qualifications in the tax, trust and estate fields. We believe that we are ideally placed to give solicitors' clients the service that they deserve.
Contact Isis Financial Planners
If you are a solicitor and would like to see how we can support you in your work with your clients then please contact Isis Financial Planners. We would, of course, be happy to come and meet with you and discuss future co-operation.
We look forward to hearing from you.