FINANCIAL PARTNERS
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Financial planning for lawyers and bankers

Our full-service approach is designed to free our clients from the worry of uncertainty when managing their finances. With us at the heart of their planning, we ensure they have total understanding of their financial future, enabling sound decision-making.

Too much tax, not enough time

Our clients are industry-leading professionals whose demanding environments leave little time to manage the wealth they are creating. With high income, they are burdened with painfully penal and complex tax circumstances.

— what we do

From accumulating retirement provisions to private placement residential property finance; our objective-based advice is independent and always unbiased.

Financial planning for Lawyers and Bankers

Our full-service approach is designed to free our clients from the worry of uncertainty when managing their finances. With us at the heart of their planning, we ensure they have total understanding of their financial future, enabling sound decision-making.

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— what we do

For Lawyers

For Bankers

For HR Functions

For Lawyers
Our experience in the Law is unrivalled. Our clients are industry-leading lawyers at US and Magic Circle firms. As they move through their career stages, our financial planning service grows with their needs.
For Bankers
With highly variable bonuses and career shelf-lives, we help high-earning bankers create wealth for life after work. As well as maximising financial efficiency in the good years’, we help to underpin the uncertainty with solid financial foundations.
For HR Functions
Our outsourced technical service allows corporations to relinquish responsibility, safe in the knowledge that their members are receiving the right information.
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Too much tax, not enough time

Our clients are industry-leading professionals whose demanding environments leave little time to manage the wealth they are creating. With high income, they are burdened with painfully penal and complex tax circumstances.
From accumulating retirement provisions to private placement residential property finance; our objective-based advice is independent and always unbiased.

See what our clients have to say

“ Luke and his team have provided exceptional advice, guidance and support in relation to all our financial planning needs. He is always highly responsive, thoughtful, considerate and is a pleasure to work with. I have known him for many years, first working him as a senior associate right the way through the partner transition and I would highly recommend him to other lawyers looking for a genuine trusted adviser. ”
Lee Harding

Legal Partner at DLA Piper

“ Becoming a partner in a global law firm can be an intimidating experience in itself but when it combines with a change in the way you are paid, a new tax position and life-changing moments such as having a child, buying a house (or a new one) etc., it can be really stressful. Luke and his team have been there for me since before my Partner days and well into my Partnership and have supported me with all my changing financial needs throughout. ”
Carina Radford

Legal Partner at White & Case LLP

“ Luke has looked after my family’s finances since 2015. He understands the financial needs of private practice lawyers far better than any of the IFAs who cold-call me each week. His service is totally personalised, and his team ensure that financial planning places as little demand on my time as possible – I am kept up to date with how my portfolio is performing, and new investments are made easy to implement. ”
Ian Hunter

Legal Partner at Linklaters LLP

“ I have worked with Luke Harvey and his team for several years. They give clear, sensible counsel, answer all my questions (no matter how ill-informed) and there is no hard sales pitch. Sophie Hoy is incredibly well organised and knows how to diplomatically chase a busy partner with never enough time for life admin. Jo Vizard works seamlessly in tandem with Luke. They are more like very wise friends, and I know I am in safe hands. ”
Kirsty Bartlett

Legal Partner at Squire Patton Boggs

“ I’ve worked with the team at Pineridge since inception, having worked with them at a previous organisation too. They are professional, always available and act with the utmost integrity. Most of all, they know their clients and the advice given is tailored around that personal insight. Luke, Jo and team are a pleasure to work with. ”
Damian Austin

Head of Trade Finance, British Arab Commercial Bank (BACB)

“ I've had the pleasure of working with Luke and his team for many years now. They’re just a fantastic team, know their stuff and are enjoyable to interact with. I’d thoroughly recommend them to anyone! ”
Mark Drury

Legal Partner at Linklaters LLP

“ At arguably one of the most financially unstable times in recent years, Luke and his team were able to assist and guide me with the collation of all my investments into one place where now I am able to access my investment portfolio and its respective performance at any time and all housed on a single platform. Their advise on which funds to invest in was at all times considered and based on my risk appetite. Pineridge's advise and support doesn’t end there as annually we go through each investment and it’s performance from the past year in order to ensure that I am maximising investment opportunities. Luke and the team have consistently demonstrated their availability for the times that I have needed to speak with them for additional advise and clarifications. I have no hesitation recommending Luke and the team to others looking for considered, personal and professional financial advise! ”
Stuart Hulks

Global Head of Insurance and Export Credit
Rand Merchant Bank (RMB)

“ Luke and his team were a great help in managing the financial consequences of the transition to partnership and other significant life events since then. Their rigorous and measured financial planning gives me confidence that I am appropriately looking to the longer term and doing the right thing. They are super-responsive, personable and a pleasure to deal with. ”
Daniel Hawthorne

Legal Partner at Dechert LLP

“ Luke and his team made understanding the financial impact of the transition from senior associate employee to self-employed partner clear and the guidance received was pragmatic at a time when lots of other things are going on for a newly made up partner. Luke has been on hand to answer questions and help me work through a variety of financial planning matters for me and my family and I wouldn’t hesitate to recommend the Pineridge team to others. ”
Sam Pout

Legal Partner at CMS

— Services

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Brand Strategy

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Visual Design

We have crafted a reputation for providing high quality design that cherishes the tiniest of details.