Professional AdviceYou are here : Members Area » Member Services » CLA Independent Financial Planners
We work with individuals, business owners and trustees to build, manage and protect their wealth for both themselves and their heirs. Wealth management, inheritance tax, retirement planning, tax strategies for CLA members You may have significant assets and are at a time of life when you no longer feel immortal, or you may simply want to generate the best income from your savings – either way, for most people, a conversation with a financial adviser is advisable. CLA Independent Financial Planners (in partnership with Hampton Dean Ltd) provides comprehensive, independent financial advice on issues facing CLA members. CLA Independent Financial Planners have worked with members for over three years and can help to establish what is right for you. The initial discussion is free.
IMPORTANT NOTICEThe products offered within the Member Services programme are provided by the suppliers mentioned above and not by the CLA itself. CLA merely acts as an introducer. The CLA has exercised reasonable care in selecting the suppliers, taking account of a range of matters, which might include product range, pricing and/or service levels, depending on the service in question. However, the CLA cannot and does not give any guarantee or accept any responsibility to members as to the value for money or suitability of any particular product. It is the member’s decision whether to select the product, after having taken professional advice if necessary. Members should note that the CLA may receive commission or other payments from suppliers in respect of their status as “preferred suppliers” and/or in respect of products sold to CLA members. By using Member Services, members agree that the CLA may retain all such payments. Details of such payments will be provided in respect of particular products, or on request. |
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Disclaimer
No responsibility for loss occasioned to any person acting or refraining from action in reliance on or as a result of the material included in or omitted in this website can be or is accepted by the author(s), the CLA or its officers or trustees or employees or any other persons.
The Advisory Services are made available to members on the basis that members' rights to compensation and the liability (if any) of CLA and its officers and/or its staff advisers, are restricted in the following ways. In the event of any advice given by any CLA staff adviser being given negligently or otherwise being incorrect no liability whatsoever is accepted by the CLA or its officers or by its staff advisers concerned
(a) towards any person who is not the current CLA member to whom the advice was directly given,
(b) to any person in the respect of consequential loss or loss of profits, or
(c) to any person for any sum exceeding £50,000 in respect of any one enquiry (whether made or responded to orally or in writing and whether dealt with at one time or over a period of time).
Any person making use of the Advisory Services accepts such restrictions. Members should refer to appropriate professional advisers in private practice before taking any particular course of action potentially or actually involving any substantial amounts of money.
Please note that whilst the advisers are able to advise on a wide range of subjects relating to land ownership, they cannot act in place of a member's own solicitor, accountant, surveyor and tax specialist by, for example, drafting documents or corresponding on their behalf and may be precluded, by the rules of their own professions, from advising one CLA member against another CLA member in the case of conflict.
Solicitors Indemnity Fund . Solicitors in the CLA Legal Team are not covered by the Solicitors Indemnity Fund in relation to professional negligence in relation to any advice given by them.
Please note that from time to time telephone calls maybe recorded for training purposes.