Independent financial education for senior lawyers

Financial planning for London lawyers.

Clear guidance for senior associates, counsel and law-firm partners in London—plus a direct route to explore appointments with Lawrence Bearman at Westminster Wealth Management LLP when personal advice is needed.

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Built for 8+ PQE · Education before advice

Your career stage

Start where you are.

Choose the briefing for your stage. Each route remains available without making an enquiry.

Senior associate

Turn strong income into options

Put bonuses, pensions, protection and investing into one coherent plan before lifestyle and workload make the decisions for you.

Read the briefing ↗Approaching partnership

Prepare before PAYE ends

Understand drawings, tax reserves, capital contributions and the loss of employer-led benefits before your first partner year begins.

Read the briefing ↗Established partner

Give surplus cash a purpose

Coordinate irregular profit shares, investments, pensions, family priorities and your route to life after practice.

Read the briefing ↗

The value of investments can go down as well as up, and you may get back less than you invest.

01 / FEATURED BRIEFING

The partner transition

Making partner changes more than your title.

One day you have predictable PAYE and employer-led benefits. The next, drawings, payments on account, capital and personal planning all compete for attention. The best time to prepare is before the change.

Read the partner briefing

Map the first tax yearUnderstand timing, reserves and payments on account.

Replace the old structureRevisit pension, protection and regular saving.

Define the destinationGive drawings and surplus cash a long-term purpose.

The City of London skyline from the River Thames — City of London, 2015. © Colin / Wikimedia Commons · CC BY-SA 4.0 · Resized; display cropped.

Practical briefings

Make the next decision clearer.

View all insights ↗

Partnership

The financial checklist for making partner at a London law firm

Seven decisions to make before salary becomes drawings.

Cash strategy

When “safe” cash becomes an expensive default

A framework for deciding what needs to remain liquid.

Planning

A one-page financial plan for time-poor lawyers

Structure the questions before choosing any products.

Partnership

The move from salary to drawings changes the shape of your income—and the timing of your decisions.

Tax

Payments on account, tapering and changing allowances can make an apparently simple plan unexpectedly complex.

Cash

Large balances can feel prudent while quietly delaying long-term plans and increasing decision fatigue.

Time

Postponing financial decisions can make later choices harder.

Why Lawyers’ Money

High income does not automatically create a clear plan.

Legal careers create financial turning points that generic money content rarely addresses. Promotion, partnership, irregular drawings, substantial tax bills and restricted time all change what good planning looks like.

We translate those moments into plain-English decisions, then help you explore an introduction if you would like to discuss personal advice with a specialist.

Independent educationNo product recommendations or hidden advice.

Specialist matchingReview the named firm before deciding to proceed.

Your choiceReview the named firm before choosing an appointment.

When education is not enough

Meet a specialist on your terms.

Our launch model is designed to preserve choice and consent—not distribute your details around a marketplace.

Explore appointments

Continue to our booking page to review the available service and receiving firm.

Review the named firm

We explain the proposed firm, regulatory details, service and privacy information before any onward sharing.

Choose a time

When the calendar is available, complete your booking in Calendly. Use our enquiry form if you need help arranging a time.

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Specialist introductions

Be ready before the next career milestone arrives.

Read the selection and consent process, then contact us if you would like to explore an introduction.

Book with Lawrence