The Legal Brokerage is developed by Solicitors and Independent Financial Advisers (I.F.A.’s) who believe in specialisation. We offer help to mitigate Inheritance Tax. We provide assistance with Long Term Care Planning and if clients require investment advice we offer straightforward guidance.

We do not believe in rhetoric. If you have a problem, please contact us. We will respond quickly and confirm if we are able to help.

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To gain Adviser status as a member of The Legal Brokerage, we adopt a strict entry criteria. We believe that advice should not be prefaced with ever-increasing commission targets. Our I.F.A.’s are salaried. We believe in the old fashioned maxims of transparency and value for money. Our team is committed to delivering quality.

If we are unable to assist we will tell you. We are not Jack of all trades. We provide no legal advice but work with Solicitors throughout the country who in turn, are experts in the disciplines required by our clients. We are happy to refer you to others (but only with your permission), if they offer a choice better suited to you.

The subject matter we describe is complex. To give all possible options available to everyone we believe just adds to confusion. Instead, we offer without charge a preliminary report if you contact us and ask for guidance. The choices we include will provide the information you need to evaluate our service. The facility contains no ongoing obligation.