Help and Advice in All Financial Matters

We are experienced in all aspects of financial planning and can offer you help and practical advice. We provide advice on a full range of issues including investments, life assurance and all types of pensions and company pensions. We also provide advice on Inheritance Tax Planning.

Regulated by the Financial Services Authority, all our financial services advice is dealt with by David Walsh, the partner who heads the private client department. David can give advice on the full range of issues such as:

Legal Experience

David is a partner in the firm specialising in financial services and associated legal work (i.e.: drafting trusts, wills etc.). This gives clients a seamless transition between the financial services and the legal work aspects of any advice.

Commissions

Unless agreed beforehand all commissions belong to our clients. We must agree how you wish to pay us before any work is done.

If you would like further information, please contact David Walsh.