• Blank white space

Working with you and your clients

We understand how important it is for you to work with a legal partner you trust, who will be flexible, willing to collaborate and able to uphold the same high levels of client care you pride yourselves on.

We believe this, alongside the depth and breadth of our legal expertise, is why our enduring relationship with St. James’s Place of more than 15 years has been so successful.

When you introduce a client to us, we’ll be entirely led by you on how you’d like us to build our relationship. We’ll spend time getting to know them and listening to their concerns to ensure they receive the highest quality legal advice, and in turn, enhance your relationship with them.

Our goal is the same as yours – to achieve the best possible outcomes for your clients by providing the best possible advice.

video
play-sharp-fill

Transparent referral fees

In most cases we pay St. James’s Place a referral fee on the instructions that we receive. This is typically 10% of our fee to the client. If you choose to waive this fee, we will discount our fee to the client by the same percentage.

View our fee schedule

How to refer a client to us

Referring a client to us is easy. Simply complete a referral form outlining your client’s situation and let us know whether they’d like to be contacted by us directly or would prefer to be introduced by you.

If you have any questions or would like a chat before referring your client, we’d be delighted to hear from you. There’s usually no charge for meetings before instructions are confirmed and we’d be happy to spend a day at your office if you have several clients you’d like us to meet.

Make a referral

What we’ll deliver to your client

After an initial conversation with your client we’ll follow up promptly with an outline of our discussion and an appointment letter setting out next steps, costs and seeking confirmation that they wish to go ahead.

Once your client has confirmed instructions and given us any additional information we need, we’ll draft the necessary documents and send them to your client for review with full explanatory notes. We’ll ensure they fully understand our recommendations and feel comfortable asking us questions throughout the process.

Once your client is happy and has what they need, we’ll:

  • Provide them with a copy of their documents, keeping the originals in our strong rooms at no extra charge
  • Contact the client periodically to ensure their documents are up to date
  • Offer, where appropriate, to have an annual review meeting as part of our ongoing retainer.

Rest assured that you’ll be copied in on all correspondence with your client unless you or your client would prefer that you aren’t.

How we can help your clients

How we work together
How we work together
Will packages: Pricing
Will packages: Pricing
Wills & Estate Planning
Wills & Estate Planning
Lasting Powers of Attorney
Lasting Powers of Attorney
Estate Administration
Estate Administration
Tax & Trust Administration
Tax & Trust Administration
International Estate Planning
International Estate Planning
Agricultural Tax & Estate Planning
Agricultural Tax & Estate Planning
Court of Protection
Court of Protection
Residential Property
Residential Property
Divorce & Family
Divorce & Family
Corporate & commercial
Corporate & commercial
Employment law & HR consultancy services
Employment law & HR consultancy services
Contentious probate
Contentious probate
Financial services litigation
Financial services litigation
Charities
Charities
How we work together
Will packages: Pricing
Wills & Estate Planning
Lasting Powers of Attorney
Estate Administration
Tax & Trust Administration
International Estate Planning
Agricultural Tax & Estate Planning
Court of Protection
Residential Property
Divorce & Family
Corporate & commercial
Employment law & HR consultancy services
Contentious probate
Financial services litigation
Charities