Legal and Accountancy Connections
For professionals. By professionals!

Legal and Accountancy Connections comprises a panel of carefully selected and professionally qualified pensions and financial experts providing pensions and financial advice to the legal and accountancy professions.

Personal Advice / Professional Support

Many solicitors engage us to provide their own personal financial planning advice whether that’s pension planning, mortgages, life, or health insurance, however in addition we provide technical advice and support for solicitors involved in divorce, trust, and probate matters, including actuarial and expert witness services.

Likewise, in the accountancy profession we provide personal financial advice to individual accountants as well as providing advice to their own clients, ranging from pension planning, key man insurance, shareholder protection.

finance house

Qualifications

Authorised members hold a recognised level four qualification which is broadly similar in stature to qualifying as a solicitor or Chartered Accountant. All members are independent, and not in any way tied to any product providers. Level Four Qualification is achieved through one of the following organisations.

  • Chartered Insurance Institute (CII): Diploma in Regulated Financial Planning
  • London Institute of Banking and Finance (LIBF)
  • Chartered Institute for Securities & Investment (CISI): Investment Advice Diploma.

All advisers hold a current and valid Statement of Professional Standing (SPS) evidence of which will be produced upon request.

Accountancy

Remuneration

Remuneration is by way of fees in very much the same way as any other professional. Our members do not receive commission from banks, pension providers, or investment firms. This helps maintain our independence and means that our advice is truly unbiased and independent.

The first meeting is always free of charge, and no fees are incurred until such time as they have been agreed beforehand and in writing.

Areas of Expertise

  • Trusts, trustees, and taxation
  • Pensions
  • Investments
  • Savings / Building capital
  • Provision of school fees
  • Income protection
  • Mortgages
  • Life insurance
  • Long term care / health insurance.

Legal and Accountancy Connections membership is held in high regard by professionals in both the legal and the accountancy professions, and the advice and services provided by our membership can be very much relied upon.

Compliance statement – Legal and Accountancy Connections is a membership organisation. Its members are professionally qualified and authorised by the Financial Conduct Authority to give financial advice as required under the law, however Legal and Accountancy Connections is itself not authorised by the Financial Conduct Authority. It can provide information, but it cannot give advice which can only be provided by its members directly. Evidence of authorisation, registration number, and professional qualifications will be provided by individual members upon request.