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The Legal Brokerage

Poole

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Description

The Legal Brokerage is a niche market Independent Financial Adviser. We were founded in 1999 and as our name suggests, we support Solicitors as we understand the challenges they face – but more and more we work alongside Accountants, Stockbrokers and Fund Managers. We believe that no organisation can suggest being masters of everything. Advising with colleagues from other professions, however, we can give a much better service to our clients.

For individuals we specialise in investments and portfolio management. We are experts in Inheritance Tax and funding Long Term Care and with our knowledge of pensions, we are able to offer a complete service to plan for a happy retirement.


The Legal Brokerage Ltd is an appointed representative of the TenetConnect Services Ltd, which is authorised and regulated by the Financial Conduct Authority.

Inheritance tax planning is not regulated by the Financial Conduct Authority.

Financial Planning, Inheritance Tax, Portfolio Management, Later Life Advice.

The Legal Brokerage is located in the Poole area of Poole. There are at least 17 other listings in the BH15 postcode area.

Solicitors in Poole BH15

Number of Employees: 11-50

Listing Info

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Reviews

5.0

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Listing Stats

  • 11 Bookmarks
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  • 33 Likes

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