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Financial tie up adds up for Fylde law firm

The Vincents Financial team: (L-R) Independent financial advisers Douglas Dugdale and Liz Faye, Vincents managing partner Phillip Gilmore, Vincents finance director David Hawke

The Vincents Financial team: (L-R) Independent financial advisers Douglas Dugdale and Liz Faye, Vincents managing partner Phillip Gilmore, Vincents finance director David Hawke

Lancashire has a new name in independent financial advice following the launch of Vincents Financial.

It is a joint venture between law firm Vincents Solicitors and independent financial advisor Palm Financial Care and brings together tax specialists, accountants and financial advisers for the benefit of the firm’s existing legal clients.

Vincents Financial is the second collaboration between the two firms.

It follows the success of the specialist later life advice service Carepal. Launched in 2012 for families seeking advice on future planning and care requirements, Carepal gives clients comprehensive legal and financial guidance, specifically tailored to their needs.

Vincents Financial allows the firm to extend this holistic approach to all its clients, including private individuals planning for retirement, couples going through a divorce and families dealing with wills and probate. The IFA will also provide wealth management advice, pension planning for employers and banking services reviews for businesses of all sizes.

David Hawke, commercial director for Vincents Solicitors, said: “The creation of Vincents Financial is the natural extension of the services we have developed through the Carepal programme, and allows us to offer all clients access to financial advice from a trusted operator. Since launching Carepal last year we have been able to cross-refer in either direction, Vincents Financial will provide that level of collaboration for all private and commercial clients.

“Taking a more joined up approach allows us to offer a more holistic service to our clients. “

Iain Crawford, an IFA with more than 30 years’ experience and a former managing director of Panacea, has joined Vincents Financial as an equity director.

Along with directors Douglas Dugdale and Liz Faye, the eight-strong team will provide surgeries at each of Vincent’s branches on a weekly basis.

 

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