Sesame Bankhall Group is offering a new legal services proposition.
Its aim is to assist members of Sesame, Bankhall and PMS to strengthen relationships with clients by offering a wider range of services.
Sesame Bankhall Legal Services will help advisers assist in the legal protection of their clients’ wealth and help to manage a range of complex legal issues that advisers and their clients encounter as part of lifelong financial planning.
No additional qualifications are required for advisers to undertake this work.
The service will initially focus on conveyancing, with further phased developments to provide all-encompassing client wealth protection services, including will writing, trust deed production, probate, estate and trust administration, powers of attorney and the provision of other legal advice required by clients and their families.
Access to four conveyancing solicitor practices has been launched.
George Higginson, chief operating officer at Sesame Bankhall Group, said: “This proposition is all about giving advisers the tools they need to provide quality advice to their clients and their clients’ families. Professional financial advisers already have high approval ratings with the general public and we believe that can be enhanced further by using these services. Our goal is to place advisers at the heart of their clients’ financial and legal advice needs.
