What makes a great partnership?

In life, the strongest partnerships are built on trust. It’s what allows people to open up, share their goals, and seek expert help when needed. Trust underpins every meaningful relationship and forms the foundation of the new partnership between The Law Society and Amber River. 

It’s a partnership that makes sense. Just as solicitors guide clients through complex legal landscapes, Amber River’s independent financial planners guide people through financial decisions. Both professions share a commitment to integrity and professionalism.

Independent, trusted, and built on shared values

Amber River is a group of independent, FCA-regulated financial planners with offices across the UK. Like The Law Society members, Amber River’s advisers are highly qualified and values-driven, with a focus on professionalism, transparency and client care. 

For solicitors, the key to choosing the right partner is trust. They need to trust that introducing their client to a financial planner will result in advice and service delivered to the same professional standards clients expect from their legal adviser. When legal and financial professionals work to shared standards of care and integrity, client outcomes are stronger, which is what The Law Society/Amber River partnership is designed to deliver.

Building a complete picture of your clients

That same emphasis on trust carries through to the adviser–client relationship. When an Amber River financial planner first meets a client, they focus on understanding their values, priorities and long-term goals.  

This depth of insight matters, especially where legal and financial issues intersect. Many legal instructions have financial consequences, just as financial decisions depend on legal clarity. Whether supporting a business owner, a separating couple, a family planning for inheritance or a vulnerable client, these situations require coordinated legal and regulated financial advice.

By working collaboratively with an independent financial planner, solicitors can offer a more joined-up client experience, ensuring legal advice is supported by financial guidance that reflects the client’s life and legacy.

Where solicitors and financial planners work together

The Law Society/Amber River partnership enables solicitors to offer coordinated support where legal and financial planning naturally intersect, including:

• Estate planning: aligning assets, wills and trusts; inheritance tax planning; and long-term succession.
• Divorce and family law: modelling settlement outcomes, pension sharing and rebuilding financial resilience.
• Business owners: supporting shareholder protection, profit extraction, succession and exit planning.
• Tax planning: identifying tax-efficient structures and investments and coordinating on trusts and estate transfers.
• Vulnerable clients: guidance on safeguarding, care funding and responsibilities under Powers of Attorney.
• Probate and estate administration: asset valuations, inheritance tax considerations and support for beneficiaries.
• Holistic wealth management: using cashflow modelling to explore options, understand long- term impact and adapt plans as circumstances change. 

In each case, collaboration helps ensure legal advice is supported by regulated financial guidance that reflects the client’s priorities and long-term goals.

Here to support you and your clients

At its heart, The Law Society/Amber River partnership is about helping solicitors deliver the best outcomes for their clients by connecting them with financial planners who provide the regulated expertise many legal matters require.

Trust is central to that partnership. Amber River’s advisers are fully independent, FCA-regulated and supported by a strong compliance culture. With offices across the UK, Amber River combines local, relationship-led advice backed by national scale, consistency and professional oversight. This gives solicitors confidence their clients are receiving objective, transparent guidance aligned with the standards of care they expect from their legal adviser.

While the partnership focuses on supporting shared clients, many solicitors also choose to work with Amber River for their own planning, from building early-career financial security to managing profit extraction, pension planning, employee benefits or succession within a practice.

Like all great partnerships, it begins with a conversation. 

Get in touch to arrange an initial meeting with an Amber River independent financial planner near you.

www.amberriver.com/the-law-society