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Working with Lawyers

At Greenarch, we understand that legal matters often come at pivotal moments in life - divorce, inheritance, business succession, or loss. In those moments, financial planning isn’t just useful, it’s essential. 

We partner with lawyers to help clients make confident financial decisions. Whether clients need reassurance during a difficult time or forward-thinking financial strategies for what comes next, we make sure nothing is missed and everything is aligned.

We’ve built longstanding relationships with solicitors across private client, family, and commercial law. Our aim is to complement legal advice, not complicate it.

Benefits to clients

  • Joined-up advice
  • Confidence in the numbers
  • Calm and capable guidance in emotional or high-stakes situations
  • Forward-looking planning to help make good decisions
  • Sensitive and discreet support 

Benefits to professional advisers

  • A clear point of contact
  • A deep understanding of how the legal advice interacts with financial planning advice
  • Enhanced client outcomes
  • Respecting expertise and boundaries
  • Shared professional, ethical and client first standards

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For a discussion about how Greenarch can work with you.

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We are happy to answer any queries you have about how our services can help you.