Private banking for law firm partners

Personal banking and wealth advice for law firm partners at UK and US firms

When you work in an environment where trust and big-picture thinking guide the decisions you make every day, it’s natural to expect the same from your bank. We understand your world: the pace, the time pressures, the trajectory of earnings potential and the milestones that mark a life shaped by success.

Day-to-day banking

We believe even the simplest banking deserves exceptional service. Our clients value the speed with which we onboard them and the reassurance of having a dedicated private banker who knows them personally, takes care of their day-to-day banking and is always easy to reach. We offer a flexible range of services to support you at every stage of your career and beyond:

• Not reliant on credit scoring and no upper age limit.
• Multi-currency current accounts
• Mortgages with 10 year interest only repayment terms
• Unsecured lending/overdrafts*
• Financial/retirement planning
• Deposit accounts: A range of fixed-term, notice and instant access products – including currency options in USD and EUR.
• Foreign exchange: Preferential margins for all USD paid partners. Forward contracts and time options available for partners managing multi-currency income or property purchases internationally.
• Income/expense management (cash flow planning)
• Estate planning
• Account switching: Full member of the Current Account Switch Service. The entire transfer, including direct debits and standing orders, is managed within seven business days.

*subject to affordability, underwriting assessment and approval

The Partner journey

Making Partner: We help new partners restructure their finances around partnership capital requirements, lock-up drawings and the shift from salaried to profit-share income.

Building wealth: As drawings grow, we build a financial plan covering pensions (maximising annual allowance), tax-efficient investment and property lending against capital and receivables.

Managing complexity: For senior partners with international income, multi-currency requirements, trust structures, or significant IHT exposure, we coordinate across banking, lending, FX and wealth advice.

Transition and retirement: We manage the financial transition as partners move into consultancy, retire, or receive deferred compensation – ensuring tax efficiency and income continuity.

Financial planning – now and for the future

We know that between leading clients, managing teams and growing the business, it’s easy to keep earning without ever pausing to consider what comes next. This is where our financial planning comes into its own. We work with you to create a clear financial roadmap, helping you understand what you have now, what you may need and what options lie ahead. Our advice services include:

• Bespoke financial planning and cash flow modelling
• Planning for life beyond partnership
• Investments
• Estate planning
• Protection

What you need to know

Investments can go up and down in value and you may not get back the full amount you invest.

If you don’t keep up with repayments on your mortgage or any other loan secured against your home, it could be repossessed.  All mortgages and loans are subject to status and lending criteria, and you must be 18 or over to apply.