I’m a Lawyer
As you progress through your career, ensure that you are in control of your finances and prepared for what the future brings.
Transform Your Legal Career with Strategic Financial Planning
As a successful lawyer, your knack for planning and strategic decisions is second to none. Isn’t it time to apply that same skillset to sculpting your financial future?
The legal field is demanding and time-consuming, and we understand that it leaves you little room to consider your own financial trajectory. Stepping up to a partnership usually means a maze of new financial challenges. The shift is substantial – juggling the complexities of costs, risk management, pension arrangements, and tax factors as you transition from an employee to becoming self-employed – and can be daunting.
At Permanent Wealth, we’re here to bring absolute clarity to your financial journey. We believe your financial plan should protect you, providing structural safety that is in sync with the rigours of your legal career. Our mission is to simplify the complexities, empowering you to make smart decisions and take purposeful actions that maximise growth. We collaborate with you to create a robust financial blueprint that aligns with your career goals and personal desires, assuring a secure and prosperous future.
Does this sound like you?
You’re time-poor, and it’s catching up with you
You’re worried about your pension and caring for your family
You’re on track to becoming a partner in a law firm
You require ongoing advice as your career evolves
Your long-term goal is to increase your wealth
You require retirement and pension planning
You’d like to understand and maximise your annual tax allowances
How we will help you
We base our advice around cashflow modelling and will understand your needs, goals and aspirations before taking steps to positively change your financial outlook.
A considerable amount of time is spent understanding your risk profile so we can invest wisely and understand any potential knock-on effects further down the line.
We work seamlessly to maximise growth and ensure your assets accumulate in the most tax-efficient way. As your career evolves, we will answer any questions surrounding tax.
Planning for the future does not need to be complicated. We will calculate your annual allowance and make pension contributions, so you can confidently save for retirement.
A pioneering service
As experts, we understand the unique challenges you face as a lawyer. We have your back and will consistently deliver results and create value in your personal and professional life.
Professionals we’ve helped
Click on the videos to hear how we’ve helped other professionals achieve their goals.