Who we help
Take ownership of your future
Introduction
Becoming partner is a dream come true. It offers great financial potential: higher earnings in the short term and capital down the line.
But across accounting firms, law firms, private equity and more, partners are juggling capital contributions, tax reserves, pension allowances. And they’re struggling to translate potential into personal freedom.
At Richmonde Laine, wealth management unites the professional and the personal. So, as you build equity, you can also build the life you want to live.
Taking on capital, taking on complexity
Little time to think outside targets and client work
According to profit share, performance, cashflow
From profits share to pensions, this is a complex picture
Equity is tied up, other assets sit in different pots
No roadmap for you to slow down or step back
We take a majority share of the mental load
Strong earnings matter. But only if they translate into freedom, security and choice.
We help equity partners like you to understand the bigger picture: exactly what wealth is your partnership creating? How exposed are you to risk, and where could we generate more reward? When might work become optional?
Knowing this, we can structure your wealth accordingly, turning professional gain into personal success.
Feel the benefits of a clear, connected plan
Whether you are a lawyer, an accountant or a private equity partner, we understand the mechanics of partnership: the pain points, from irregularity of earnings to tax and pension allowances, and also the benefits, across LTIPs, RSUs and carried interest.
By thoughtfully aligning these with your family commitments and wider life goals, we give you a practical strategy that makes your wealth work harder for you.
Purpose & objectives
Defining what wealth is for: the life you want to live, now and after work
Income & drawings
Getting more from your salary, drawings and profit share
Partnership capital
Managing capital contributions, borrowing and retained funds
Tax planning
Using allowances and wrappers to keep more of what you earn
Investment planning
Building a portfolio to suit your goals, needs and timeframe
Cashflow modelling
Visualise and stress-test your finances across different decisions and market conditions
Protection
Safeguarding assets and loved ones in the event of death, illness, disruption
Pensions & retirement planning
Reviewing contributions and pension allowances, planning ahead of retirement
We recognise good advice
Partners are very good at advising everyone else. The challenge for them is finding the time to step back and take their own advice.
Paul Tadman
Head of Advice
Your plan is bespoke, individually tailored to the questions you most need to answer.
We think in decades, not quarters, guiding you from one economic season to the next.
By acting with integrity, we build lasting, trusted relationships with our clients.
We care deeply – not just about the numbers, but how it feels to work with us.
As an independent firm, we offer advice based purely on what’s best for you.
With industry-leading technologies and team, we set the highest standards.
Working as one
Investments, tax, pensions, savings – these all influence one another. At Richmonde Laine, we bring them together in such a way that they become more than the sum of their parts.
Connected plan
Be clear about where your wealth is right now – and where you want to be.
Build a portfolio that matches your goals, needs, risk profile and timeframe.
Get the best from your hard-earned income, investments and assets.
Visualise and stress-test how your wealth might evolve with different decisions.
Safeguard you, your lifestyle and your loved ones for when the world throws curveballs.
Know what "enough" looks like - and start planning for an exciting new chapter
Enjoy your wealth now, and leave loved ones a legacy when the time comes.
Every client is a partner
As long term clients we have experienced exceptional planning, guidance and service from this excellent firm for more than 20 years.
Michael Howard-Kyan
CEO, Spargo Engineering
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Hugo Fyrst
CFO, ACME Ltd.
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John Smith
Putting you first
By beginning with your questions – however emotional, difficult, half-formed – we help you reach the right answers.
We meet you to learn about your life and priorities. We also share a bit about what we do, to make sure we’re the right fit for you.
We review everything from your income sources to investments, exploring where you are now and where you want to be in future.
We create a joined-up, forward-looking strategy. Since we’re independent, it will feature only those solutions we believe are truly right for you.
Once you’re happy, we handle everything from provider transfers to pension restructuring, leaving your wealth organised and clear.
We meet you regularly to review and adapt your position, based on any changes in markets, legislation, and life priorities.
Ideas to invest in
Reflections / Baxter Bailey / Jul 26
Reflections / Baxter Bailey / Jun 26
We’re here to make things clear
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