Our advice and services
Our advice covers all aspects of financial planning and is designed to support clients at every stage of their careers at the bar. This includes helping clients navigate changing pension legislation and make effective use of available tax reliefs and allowances.
Our role is to provide ongoing guidance and oversight so that your financial arrangements remain aligned with your goals and personal circumstances.
Please remember:
- The value of investments can fall as well as rise and you may get back less than the amount originally invested.
Understanding your goals
We begin by developing a clear understanding of your financial circumstances, career plans and personal objectives. This allows us to build a financial strategy tailored to your individual situation.
Investment oversights
We oversee investment portfolios managed by carefully selected investment managers, ensuring they remain aligned with your objectives and risk profile. Our approach to investment management is disciplined and informed by independent research.
Ongoing advice and reviews
Financial planning advice is provided on an ongoing basis, with regular reviews to ensure your arrangements evolve alongside your career, income and long-term goals.
Costs
Our costs are transparent and agreed in advance before any work begins.
Initial planning and implementation
For new clients, an initial fee is typically charged to cover the work involved in reviewing their financial position, preparing a personalised financial plan and implementing the agreed strategy.
Ongoing advisory service
Our ongoing advisory service is charged at 1% per annum of assets under management, with a cap applied to portfolios over £1 million. This ensures transparency while recognising economies of scale.
Significant new area of planning
For existing clients, an initial fee may occasionally apply where there is a significant new area of planning or additional work beyond the scope of the ongoing service.
Accounting
BSK Friede is an extension of our business and operates as a joint venture with Philip Friede & Co, a long-established accountancy practice specialising in advising barristers and members of the judiciary.
This collaboration brings together expertise in wealth management and accountancy, allowing clients to benefit from coordinated advice across both financial planning and tax matters, unique to life at the Bar.
Contact
We maintain a deliberately small client base in order to provide a high level of personal service. As a result, we are only able to take on a limited number of new clients at any one time. Prospective clients are welcome to get in touch to discuss their circumstances.
BSK Financial Planning Limited is directly authorised and regulated by the Financial Conduct Authority, reference number 563192. You can check our details by visiting https://register.fca.org.uk
Registered in England and Wales, company number 07693381. Registered Office:
5th Floor,
30-31 Furnival Street,
London EC4A 1JQ
Privacy notice Complaints handling summary
Copyright © 2026
BSK Financial Planning
14 Red Lion Square
London
WC1R 4QH