Whilst we are not stockbrokers or financial advisors (and are not regulated as such), inevitably when a firm acts for many wealthy clients with businesses, land holdings, investments and Trusts one acquires a detailed knowledge of a client’s affairs. We often therefore fill the void where once there was ‘a family advisor’ by offering our knowledge on wealth or landed estate management keying in other experts with detailed expertise (eg, land development, investment management or pensions) where appropriate.
Most of the firm’s clients have been advised by the firm’s lawyers for many years and inevitably we have come to acquire a detailed over view of a client’s financial position and our insight into potential important decisions is often sort. To that end we also keep abreast of developments at a national and local level to assist our clients to “look over the hill” and anticipate events which might impact their lives.