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Renaissance Legal launches dedicated financial services company to deliver specialist advice to protect the future financial interests of disabled and vulnerable people


Renaissance Legal, specialists in legal advice to families and carers of disabled and vulnerable people, has announced the launch of Renaissance Financial – a dedicated financial services arm designed to deliver tailored investment advice to families of a disabled or vulnerable individual. In partnership with a local financial consultancy firm, the new joint venture will deliver bespoke investment and estate-planning strategies to individuals and families, ensuring they receive tailored advice and support.

Renaissance Financial, a separate, FCA-regulated company, will provide investment and wealth management services to clients of Renaissance Legal.  As well as retirement and IHT planning, a key differentiator is the team’s ability to advise on the effective financial management of Trusts. This is a highly specialist area in terms of a Trust’s scope to protect the short and long-term needs of individuals and families of a disabled or vulnerable person. The creation of Renaissance Financial ensures that Renaissance Legal can signpost families to a trusted, specialist service to manage their financial affairs where they will receive the same care and understanding of their unique circumstances.

Philip Warford, Managing Director at Renaissance Legal, said:

The launch of Renaissance Financial is the realisation of our long-term strategic aim to offer individuals and families specialist financial advice. As a law firm, our approach has always been to signpost clients of Renaissance Legal to the very best specialists, who we trust to provide families with the right advice, delivered with care. The joint venture is an exciting new chapter in Renaissance Legal’s history”.

Over the past few years, the award-winning team at Renaissance Legal has worked increasingly in collaboration with a network of other professionals for the benefit of its clients, and the newly launched service is in response to demands from clients for help in the area of savings and investments.

Francis Jarman, Chartered Financial Planner, said:

We’ve always admired Renaissance Legal’s specialist approach in supporting families of disabled or vulnerable individuals and are thrilled to be partnering with them on the Renaissance Financial offering. We’re looking forward to offering the same level of care, commitment and understanding that clients have already received from the Renaissance Legal team.”

Renaissance Financial launches on Tuesday 6th April 2021 and the team will see clients at the Brighton office of Renaissance Legal, as well as offering a virtual service nationwide.

For further information about the firm’s services visit: http://www.renaissancefinancial.co.uk

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One Response to “Renaissance Legal launches dedicated financial services company to deliver specialist advice to protect the future financial interests of disabled and vulnerable people”

  1. Tinamay Ogilvie-Graham says:

    I am very interested in this!

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