Financial Services

We act for banks, pension funds, financial advisers and insurance businesses on a range of issues.  Our clients value our expertise in this sector and our knowledge of the local market.

We can help with contentious and non-contentious matters.  These include advising on major transactions such as the sale and purchase of regulated businesses, or on more regular activity such as property investment by professional pension fund trustees.  We have wide experience of disputes in areas specific to the sector such as mis-selling of financial products and failed money transfers.

In addition we can advise on a variety of general legal matters which may affect providers of financial services.  These include property and employment law, director and shareholder issues, intellectual property, litigation and contracts of all kinds.

We do not advise on financial services regulation but offer a flexible approach to ensure that our clients receive consistent advice from their regular lawyer and costs are kept down.  We have ‘best friends’ relationships with a number of larger firms whom we can instruct on these aspects while we coordinate the wider transaction.

Our Estate Planning & Tax department is a market leader in the South West and has close links with numerous financial advisers in and beyond the region, who refer clients to us for the preparation of wills, trusts and other legal documents.

John Dalby
Director & Head of Employment
0117 906 9418
Richard Gore
Director, Head of Department
0117 906 9424
0791 6160387
Lucy Mills
Associate Solicitor
0117 906 9460