Vantis Financial Management provides a comprehensive financial management service to legal professionals, structured to meet the needs of professional practices. The wide range of services offered by Vantis Financial Management enables us to satisfy the needs of both the partnership and its partners.
- Pensions
- Investment advice for review of existing arrangements in relation to Trusts, in particular reviewing the performance of existing fund managers
- Working with partners in relation to pension splitting, life assurance and portfolio management
- Mortgages and related products
- Keyman assurance, co-shareholders assurance and business-related insurances
- Tax planning
- Commercial loans
- Group benefits: group life cover, permanent health insurance, private medical insurance, employee assistance programme, group personal pension plans
- Asset finance
By having individual team members who concentrate on niche areas for professional practices we are able to offer access to a range of services, all of which are delivered to an extremely high standard.
Within Vantis' Legal Group we have the expertise that enables us to provide a comprehensive fee-based financial planning service which meets the needs of your firm.
Please contact us if you would like to discuss any of our financial services further.