Strategy

UK Wealth Manager Partners With Law Society

Robbie Lawther, Reporter, 18 July 2018

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The firm has agreed a deal to become a law society's exclusive wealth management partner, effective September 2018.

UK wealth manager Brewin Dolphin has signed a partnership deal with the Law Society of Scotland to provide financial advice and support for Scottish solicitors and their clients.

The partnership will help develop relationships with organisations, and share knowledge to support best practice and provide guidance to its members, it said in a statement.

The new strategy, due to start in September 2018, will see Brewin Dolphin become the Law Society of Scotland’s wealth management partner. The firm will provide support for solicitors working in this area through CPD events and practice area updates, focusing on the latest developments in wills and estate management, trusts, charity work and tax matters.

“This partnership is another important step for Brewin Dolphin, as we continually look to expand and evolve our offering to the legal profession,” said Matt Sullivan, national head of professional services at Brewin Dolphin. "Joining the Law Society of Scotland’s partnership programme is an exciting prospect and follows our appointment of recently-retired family law specialist, Anne Hall Dick, as a consultant to our matrimonial team. Since launching our professional services offering in Scotland 18 months ago, the team has grown from strength to strength. It has successfully provided regulated financial advice to solicitors and their clients on a range of matters, helping them to make important and complex decisions about their futures.” 

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