What this covers
- Managing or arranging investments for trusts and estates.
- Insurance distribution connected with a legal matter, such as title insurance in conveyancing.
- Advice on financial aspects of legal transactions.
Independent financial advice
For general financial or investment advice, use an adviser authorised by the Financial Conduct Authority. Check the FCA register before you sign up.
Questions to ask a financial services solicitor
- How many cases like mine have you handled recently, and who will do the work day to day?
- How do you charge (hourly, flat fee or contingency), and what will the total be, including expenses?
- What are the main stages, risks and likely timescale?
Frequently asked questions
Can a solicitor give investment advice?
Only in limited circumstances where it is incidental to legal services. Firms that give mainstream investment advice need to be authorised by the FCA.