Director Suzannah Farnell has been interviewed in the September 2015Â issue of The Law Society’s PS Magazine.
“How can solicitors ensure their clients get the best possible financial advice? Lucy Trevelyan looks at the options for partnering with financial advisers, and highlights two of the major potential issues: regulation and insurance.
Private client practitioners routinely look after large portions of their clients’ money and assets – acting for them in the sale of properties, setting up and running trusts, winding up estates, making wills, retirement planning… the list goes on. Yet despite this obvious connection between law and finance, many lawyers are often forced – largely due to increasingly onerous regulatory mores – to watch clients walk out, straight into the arms of a waiting bank manager, stockbroker or independent financial adviser (IFA) to get advice on how best to manage their cash.”
