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The Legal Brokerage
 
 
Overview: 

We are Chartered Financial Planners.

More than ever, the question individuals face as they consider their financial position, is not whether they should receive advice but which company should they approach and trust?

The Legal Brokerage was established by Solicitors and Independent Financial Advisers who prefer common sense to complication – and common sense is the key to our approach.

For individuals we specialise in investments and portfolio management. We are experts in Inheritance Tax and funding Long Term Care and with our knowledge of pensions, we are able to offer a complete service to plan for a happy retirement.

For our business clients, we provide a Financial Health Check and we offer innovation and savings for companies of all sizes.
History: 

The Legal Brokerage are Chartered Financial Planners. We were founded in 1999 and as our name suggests, we support Solicitors as we understand the challenges they face – but more and more we work alongside Accountants, Stockbrokers and Fund Managers. We believe that no organisation can suggest being masters of everything. Advising with colleagues from other professions, however, we can give a much better service to our clients.

We will only recommend products or services that are suited to your financial needs according to our full assessment of your financial situation. These products and services will be the most appropriate available, based on our regular research of the market. We consider criteria such as the financial strength and reserves of the financial institution, consistency of past performance, stability of management, competitiveness of charges and standards of service.

As completely independent advisers, we can look at all your options – not just those offered by a small number of banks or insurance companies.

As a boutique planning firm we believe we can offer you a professional and personalised service.


 
 
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