Financial Advice Panel
The Private Client team announced an exciting new service for clients in October 2008. For many years, Tods Murray has enjoyed relationships with a wide range of advisers, both in the financial world and elsewhere. On the Financial Services side, the Private Client team has now established a close, non-exclusive, relationship with a panel made up of a small number of IFA (Independent Financial Adviser) companies.
Some of our competitors offer financial services in-house. We felt, however, that it was important for us, and for our clients, to concentrate on the high-quality legal services we provide and to allow the appropriate specialist to advise on financial matters.
In addition, we also continue to work with other financial advisers, including, where relevant, our clients’ own preferred advisers.
The Panel’s Services
The companies chosen by us have a wide range of expertise, have been selected to cope with both large and small transactions and can assist with clients in both our Edinburgh and Glasgow offices. The panel also has UK reach, for those of our clients who live further afield.
Typical areas the panel members can advise on include:
- Life Assurance
- Protection Products
- Pensions
- Investment advice for individuals and trusts
- Mortgages
- Fund Management
- Alternative Investments
- Long-term Care
- Equity Release
- Tax-saving produces, including VCT/EIS
In addition, our panel members offer corporate services, including corporate pensions, employee benefits, business protection and retirement counselling.
Whatever financial advice you are looking for, or if you are looking to review your financial affairs in general, one of our panel members will be able to assist. If you would like an introduction, then please do not hesitate to get in touch with your usual Tods Murray contact or Agnes Mallon.