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ARTICLE · 06 APRIL 2023

Why Our Private Wealth Solicitors Work With Financial Advisors

Herrington Carmichael LLP
Herrington Carmichael LLP
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Herrington Carmichael LLP

Herrington Carmichael LLP

The origins of the practice can be traced back over 180 years in Wokingham and 150 in Aldershot. It...

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When it comes to Wills, Trusts, Power of Attorney (LPAs) Inheritance and planning for our client's future our team will often work with specialist professionals from outside the legal sector...

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When it comes to Wills, Trusts, Power of Attorney (LPAs) Inheritance and planning for our client's future our team will often work with specialist professionals from outside the legal sector, with one of the biggest interactions being with Independent Financial Advisors (IFAs).

A Private Wealth Solicitor and a Financial Advisor may both provide estate planning services, yet our services are different and most people should have both types of professionals to call upon.

At Herrington Carmichael, our Private Wealth Solicitors are very knowledgeable about the many different types of investments one might make in a range of situations, however, as Solicitors we are not allowed to give any form of financial advice and we are not regulated by the Financial Conduct Authority as a Financial Advisor should be.

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