Professional relationships
Offer your clients a seamless introduction to a Chartered, independent firm
We’re proud to be trusted by so many solicitors and other professionals with their clients.
As a client-focused professional, you’ll doubtless have times when you suspect some sound financial planning would make all the difference. The question is, who do you trust?
Offering a timely introduction to a proven partner doesn’t just improve your client’s experience. It can also protect their interests – especially if it’s an emotional time, or they’re not used to making decisions about a lump sum. But you’re in a position of trust, so it’s important to make the right choice.
As Chartered, independent financial planners, with decades of experience, we regularly help lawyers and other professionals to support their clients. It’s a privilege and responsibility we take seriously, acting as custodians of your relationship.
Crucially, our emphasis on lifetime financial planning – rather than short-term advice – will help your client to use their assets in a considered way that supports their values and life goals.
Many of our team hold STEP qualifications, as well as being member of SIFA Professional, we’re well placed to offer your client a truly independent view of their options – building a longstanding, mutual relationship between our firms.
Sound planning at key moments
There are several times when an experienced financial planner can help a legal client. The most common we handle include:
- Divorce settlement calculations: Independent cashflow planning to understand what they might need
- Inheritance Tax and Pensions: Expert financial planning to help clients navigate ongoing changes
- Investments for a trust: Making sound investment decisions about money held in trust
- Changing lifestyle: Using the proceeds from a home or business sale to provide a comfortable way of life
Mutual relationships with client-focused professionals
Lifetime financial planning: a considered approach for your client
Unlike a financial advisor, a financial planner looks beyond a single transaction and helps your client to build an integrated plan for their future, using a variety of options and approaches.
Supporting professionals with your own personal financial planning
Being a partner in a professional services firm – whether legal, consultancy, or accountancy – brings unique financial complexities. From irregular income patterns and profit distributions to long-term retirement and succession planning, your personal finances deserve the same level of expertise you offer your clients.
At Francis Clark Financial Planning, we understand the complexity of partnership structures and the pressures of balancing personal and professional goals. That’s why many professionals turn to us for their own financial planning – not just for their clients.
Start the conversation with an office near you
Before recommending us, you’ll likely want to find out more about our people and approach, and see whether we fit. Send us a quick message, and we’ll arrange an initial conversation.