Outsourcing the complicated issues
More than ever before, Human Resource functions of legal and banking institutions are having to navigate complex tax rules. With reducing lifetime and earnings-related annual allowances, pensions are creating huge challenges for personnel departments. Our outsourced technical service allows corporations to relinquish responsibility, safe in the knowledge that their members are receiving the right information.
Ian Hunter, Legal Partner at Linklaters LLP
Luke has looked after my family’s finances since 2015. He understands the financial needs of private practice lawyers far better than any of the IFAs who cold-call me each week. His service is totally personalised, and his team ensure that financial planning places as little demand on my time as possible – I am kept up to date with how my portfolio is performing, and new investments are made easy to implement.