GA partner enhances advice to clients
A partner at multi-sector law firm GA Solicitors has secured a qualification outside of the law to further enhance his advice to private clients.
Matthew Rose, a specialist in wills, trusts and probate law, has secured a Diploma in Regulated Financial Planning from the Chartered Insurance Institute which covers financial services regulation and ethics; investment principles and risk; personal taxation; pensions and retirement planning; financial protection; and financial planning in practice following 370 hours of online study.
Commenting on his new qualification, Matthew said: “Whilst I won’t be offering any formal financial advice to clients, this qualification enables me to better understand the needs of clients when considering their succession and tax planning objectives and work closely with their financial planner to ensure their objectives are met. As a result, I’ll be able to offer a more holistic approach to succession planning.”
The securing of this new qualification follows the announcement last month that Matthew is one of just two lawyers (alongside his colleague and head of department Jonathan Hall) listed in ‘Band One’ by Chambers High Net Worth 2020 for private wealth advice – for the second year in succession. The recognition followed research over a six month period to March 2020 which involved interviews with thousands of clients, industry professionals (such as accountants and independent financial advisors) and other law firms. It described Matthew Rose as: “Extremely efficient” and praised his work in advising farming and business-owning clients on inheritance tax and succession planning matters.
David Wallis, managing partner at GA Solicitors, said: “Full credit to Matthew for committing to continually enhancing his knowledge with this new qualification. It is one of the reasons why he is so highly regarded by our clients and external researchers whilst being regularly recommended by independent financial advisors and accountants across the region.”