ABOUT US

 

HOW WE WORK

 

At Vertua Private Client, we are a new kind of practice giving our clients focused, tailored advice specifically suited to their needs with the knowledge, skills & experience to deliver. We are consistent, patient and professional, giving each new case the attention it deserves. An integral part of our services is to work closely with our clients so that they can make the right decisions with respect to their private client needs, planning for now and for the future.

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Planning your future and your family's future is a key responsibility. We can guide you through all of the key issues to give you peace of mind that your wishes will be put into practice, your assets will be protected, your inheritance tax position is optimised and your health and financial well-being will be managed in your best interests and in the best interests of your family well into the future.

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We deal with clients of all ages at whatever life stage and we are also particularly experienced in providing sensitive, respectful and understanding advice and assistance to older clients and we can usually visit clients at home where age, infirmity or simply convenience may be an issue. 

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Our extensive business and commercial experience enables us to work closely with business owners planning for the future of their business as well as their families.

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WHO ARE WE?

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Vertua Private Client started as a specialist management consultancy providing legal, financial and commercial consulting services to the private and public sector including Central Government Departments. From our wide base of experience we then focused on an area where we know there is a demand for high quality, accessible and cost effective advice. Private Client can be a complex and traditionally expensive area to navigate but we strive to make matters as straightforward as they can be and we always work hard to simplify the most complicated issues and suggest the most appropriate and cost effective solutions tailored to you and your family.

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Our advisers have extensive legal qualifications as well as financial and business qualifications and all have multiple postgraduate & professional qualifications with decades of experience. Our team includes solicitors, advanced paralegals, legal & commercial management consultants, chartered company secretaries, and former Government Special Advisers. This enables us to provide all the relevant legal, financial, business & commercial expertise that you could require. We are also affiliated with solicitors practices to deliver reserved legal activities and with whom we work in partnership for clients who require other forms of legal assistance such as probate and estate administration.

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WHAT ABOUT COSTS?

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We typically offer a more specialised service than the average High Street firm is able to as they naturally have to cover more areas of practice. We focus purely on Private Client and our principal expertise is in this area. We also work with a lower cost base than High Street solicitors resulting in very competitive rates in comparison. In addition, rather than charge an hourly rate, which can mean the total costs are not always clear, we provide fixed quotations on most of our work after taking detailed instructions, so you know exactly what the charges will be at the outset.

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We are able to talk through each step of your case, ensuring only the highest quality service. We pride ourselves on a deep tradition of excellence. Dependable, calm, and well spoken in several languages, our private client professionals add the personal touch our clients deserve while approaching each new case with the attention it needs.