South West-based law firm Mogers Drewett has launched a new financial planning service for individuals and businesses.
Mogers Drewett Financial Planning launched on 1 June 2018 and will provide expert financial planning advice to clients across the region.
The offering is in direct response to client feedback requesting a more diverse range of services, and Mogers Drewett is delighted to be 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.
For more information visit www.mogersdrewett.com/for-individuals/md-financial-planning