A new chapter, the same trusted advice

The Law Society of Northern Ireland established Law Society (NI) Financial Advice in 1989 to serve the financial planning and advice needs of solicitors, their families and their clients. Since then, we have helped thousands of clients and advised them on their investments, pensions and other assets worth hundreds of millions of pounds. We continue to specialise in our work with solicitors and the wider legal community, as well as their clients and families, across the length and breadth of Northern Ireland, and are proud of our heritage and service to the Society’s members.

Towards the end of 2024, the business was acquired by the Succession Group. Succession Wealth is a wealth management and financial planning business with offices throughout the UK. Perhaps most importantly they share our values and commitment to delivering the highest standards of Independent Financial Advice. They are wholly owned by the Aviva Group. We are excited by the benefits the additional resources of being part of the Succession Group will bring to you, our clients and introducers, as we strive to deliver a financial planning wealth management proposition of the very highest order.

At Law Society (NI) Financial Advice, we know that the path to financial wellbeing is different for everyone. Wherever you are in your journey, we’ll work with you to help you gain clarity on what’s important to you, build your individual financial plan, and provide you with ongoing peace of mind and confidence that you’re on the right track. We are committed to helping our clients achieve more with their money. Our clients are at the heart of everything we do, and looking after their wealth journey is a privilege to us. We build relationships that last longer than a lifetime and are proud to provide advice across generations.

When you choose to work with us, we promise to provide an exceptional personal service tailored to your unique financial aspirations.