Liverpool law firm launches new financial planning company

by Nick Webster. Published Thu 20 May 2010 13:43
Claire Banks, Carol Head and Denise Scoular
 Claire Banks, Carol Head and Denise Scoular

Maxwell Financial Planning Ltd will be a new operating arm of the legal firm, providing clients with financial advice and support.

Carol Head, Business Services Director at Maxwell Hodge said: “Adding a financial advisory side to our business is a natural fit for a legal firm. We have regularly had requests from our legal clients needing financial advice, particularly from clients who want advice after inheriting sums of money or being awarded damages from legal wins. Now with the setup of this new company, we will be able to service this demand.”

Managing Partner, Michael Yates said: “Developing a financial planning arm for a legal firm is something quite unique in this region but it will be hugely beneficial to the business and our clients. The financial planning arm will give our clients an even better service, meaning that they can get all their legal and financial advice under one roof.”

Clients of Maxwell Financial Planning Ltd will have access to team of ten staff, all premier independent financial advisors who are acknowledged experts in their respective fields.
Maxwell Hodge is one of the region’s leading law firms with more than 80 staff and operates from eight offices stretching from Formby to Wirral with a city centre office in the heart of Liverpool’s business district.





Comments about Liverpool law firm launches new financial planning company

This seems like a fairly unique venture, would be interested to know what advice your ifas will give?
Donna, Manchester around 1 year, 6 months ago


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