Bath-based law firm Mogers Drewett has launched a new financial planning service for individuals and businesses, providing expert financial advice to clients across the area.
Steven Treharne, Managing Partner at Mogers Drewett
Mogers Drewett Financial Planning launched on 1st June 2018 and will provide expert financial planning advice to clients across the South West region.
The offering is in direct response to client feedback requesting a more diverse range of services, and Mogers Drewett is now in a position to offer a seamless in-house service, covering legal and financial advice, to maximise convenience for busy clients.
Commenting on the new offering, Steven Treharne, Managing Partner at Mogers Drewett, said: “Increasingly, clients require a range of specialist professional services and in many cases deal with more than one company in relation to their finances.
“By offering a combined financial and legal advice package, we aim to provide a fully-rounded service with the best possible advice, all under one roof.
“When it comes to personal and business finances, clients need advice they can trust – giving them security and peace of mind.
“We’re excited to be able to offer this forward-thinking service that will add value and make our clients’ lives a lot easier.”
Mogers Drewett Financial Planning is a joint venture between Mogers Drewett LLP and Centurion Wealth Management Limited.
