Barristers

When you have extensive work demands, it can be hard to find the time to focus on your own financial planning needs. We’re here to take the strain and help you take back control.

Expert advice for your secure
future

We help barristers at all stages of their career plan for their financial future. We know that the nature of your profession can result in many financial challenges, such as income irregularity or cash flow issues. As a self-employed individual, you’re not earning when you’re not working, so it’s important to have a plan in place.

With a personalised, proactive strategy, we can remove the burden of financial planning and help you take control of your money. We’ll ensure you’re fully prepared and protected against changes in your circumstances – without the need to scramble at the eleventh hour.

And with the important things taken care of, we can help you look to the future and work towards your goals, safe in the knowledge that you have the security and peace of mind needed to achieve them.

Experience

We have years of experience working with barristers at all stages of their career, with a clear understanding of the challenges you face within your profession, such as income irregularity and cash flow issues.

Flexibility

We know how changes in your circumstances can suddenly impact your finances. We’ll build a tailored, flexible strategy that’s designed to evolve with you, while protecting against the unforeseen.

Peace of mind

Whatever your circumstances or aspirations for the future, we’re here to provide you with financial peace of mind for you and your family, leaving you free to focus on your work and the things that matter most.

What our clients say

Sarah Holmes
Sarah Holmes
Richard Birch
Richard Birch
Nick Potts
Nick Potts
In retirement
Raj Shah
Raj Shah
Nearing retirement
Alice Chapman & Rob Booth
Alice Chapman & Rob Booth
In retirement
Alan & Judith Davies
Alan & Judith Davies
Nearing retirement

99

%

of clients believe working with us has helped them achieve their financial goals

93

%

of clients felt reassured about their investments throughout the Covid-19 pandemic

97

%

of clients we’ve worked with would recommend us to friends, family or work associates

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