In an ever-changing landscape of tech innovation, financial markets and legal compliance, business managers and entrepreneurs know that there are times when they need to call in the specialists.

This financial and legal checklist looks at ten exciting companies offering a range of expert services that deal with the details.

From dedicated wealth management and easy-access savings to advanced investment platforms and automated bookkeeping at scale, there are a range of financial organisations to meet an array of needs.

For legal services, including contract disputes, family law and multi-jurisdiction support, this article also includes profiles of dynamic firms whose client approach has earned them distinction in their fields.

JH&P provides investment and wealth management services to UK and international private clients, charities, not-for-profits and professional advisers. 

The firm structures its business around a long-term growth investment philosophy, with a multi-generational client ethos.

For over a decade, it has seen outstanding year-on-year returns and earned numerous awards, with an extremely low turnover of clients and more than £7 billion of assets under management.

Building strategies to balance its clients’ long-term wealth ambitions and short-term needs, JH&P’s team works with each client on an individual basis, so complex subjects are easy to understand and informed decisions can be made with confidence.

Its team’s expertise allows JH&P to offer support for sophisticated clients across a broad range of solutions.

As an 88 per cent staff-owned business, with robust succession arrangements in place to ensure reliable continuity, the company invests in its own enduring success.

This ethos is also reflected in the long-running client relationships it has already established – proud to serve generations, for years to come.

Visit jameshambro.com to find out more

Venture X directly serves the new generation of professionals and creatives looking for exceptional workspaces through its premium tech-enabled office facilities in west London.

With excellent Tube, rail, bus and road connections, the Venture X Chiswick Park and Venture X White City locations provide stylish, modern office settings for clients across London and beyond, receiving a total of more than 300 reviews on Google, with an average score of 4.9 stars.

The company elevates office space, ensuring every convenience is available when it’s needed through exceptional customer service and attention to detail. This flexibility is key to its appeal in the hybrid working era.

Whether businesses are looking for fully furnished, ready-to-move-in rooms, 24/7 hot-desking options or virtual office services, Venture X offers ergonomically designed workstations and furniture, reliable IT support and high-speed connectivity as standard.

With added essentials such as meeting rooms on demand, private booth spaces and a customer service team, every detail of a first-class workspace has been designed with purpose.

Visit venturex.co.uk to find out more

As businesses of all sizes navigate an increasingly complex financial landscape, the need for efficient, accurate and timely bookkeeping has never been more critical. From staying ahead of regulatory changes to cutting back on time-consuming manual processes, smart automation is proving to be a transformative force. 

A leading provider of bookkeeping automation, Dext offers an intuitive, AI-powered platform that helps businesses streamline their workflows and make more informed financial decisions. By harnessing advanced machine learning, Dext simplifies routine accounting tasks empowering businesses to focus on strategy, not data entry.

Through its advanced technology, Dext can deliver financial data extraction accuracy at 99.5 per cent, making it a valuable tool for smarter, more timely financial decisions.

Trained on more than a billion receipts and invoices, Dext has saved bookkeepers over 35 million hours of manual data entry to date. Able to seamlessly integrate with most major accounting software and connecting to over 11,500 banks, suppliers and marketplaces worldwide, it is no wonder Dext is trusted by 700,000 businesses.

Visit dext.com to say goodbye to tedious bookkeeping tasks

For over 150 years, Loughborough Building Society has helped people to save for their future and buy their own home.

As a mutual – owned by its members, not shareholders – everything the Society does is guided by trust, personal service and doing what’s right.

As one member says, “It’s reassuring to know there’s still a Building Society that genuinely cares – not just about numbers but about people.”

Its portfolio of savings accounts is designed to suit different life stages from young to old, from first-time savers wanting to get into the savings habit to those planning their future, plus savers wanting to support community organisations.

Placing value on choice, and understanding the breadth of life experiences and circumstances, Loughborough Building Society accounts can be opened in the way each customer wants – in branch or by post using the downloadable application forms from Loughborough’s website.

With competitive rates and personal service, Loughborough Building Society offers the peace of mind that comes from saving with a Society that puts people first.

Find out more at theloughborough.co.uk, visit in branch or call 01509 610707. All savings products available subject to terms and conditions, and eligibility

From contract disputes and financial and cyber risks to health and safety liability and the intricacies of employment law, legal issues – both expected and unforeseen – affect organisations of all sizes every day.

But for SMEs and mid-sized corporations, keeping a full in-house legal team to cover all these complex areas of law simply isn’t feasible.

Ranked as one of The Times Best Law Firms 2025, rradar is an award-winning specialist legal enterprise with products and services that provide advice, guidance and representation.

With a network of offices around the UK, a sophisticated in-house digital infrastructure and a growing portfolio of specialist firms within its rradar group, it serves over 135,000 clients – and that number is growing fast.

rradar works with clients to identify, manage and minimise potential legal risk before it becomes a problem. Through a combination of first-class legal advice, representation and the latest technology, it helps businesses stay on the front foot in an everchanging regulatory environment. 

Visit rradar.com to find out more about this unique proposition, and connect with rradar via LinkedIn to stay on top of legal and regulatory updates. As a regulated law firm, rradar is bound by the Solicitors Regulation Authority and the Law Society of Scotland in respective jurisdictions

The dispute resolution team at Ronald Fletcher Baker LLP provides specialist legal advice at the highest level.

Working with high-net-worth clients, property investors and developers, asset managers, financial institutions and borrowers, and sportspeople (including Premier League footballers), the team draws on its extensive and varied experience to focus on a range of key areas where successful dispute resolution outcomes are paramount.

Led by senior litigation partner David Burns, cited by Legal 500 as a “leading partner”, the department tackles disputes in high-value bridging loans, joint ventures, and between shareholders and directors, as well as landlord and tenant litigation, possession proceedings, commercial lease renewals, and a range of disputes related to commercial and residential properties. 

As highly skilled litigators with County Court, High Court, Tribunal and Court of Appeal experience, the team appreciates that such action is often a client’s last resort and it focuses on alternative dispute resolution, including resolving matters at a pre-action stage, engaging in mediation, expert determination and arbitration.

Visit rfblegal.co.uk to find out more or contact senior litigation partner David Burns at D.Burns@rfblegal.co.uk or 020 7467 5751

Enyo Law is a leading disputes-only law firm based in the City of London. Its team assists with complex and sensitive international disputes for a client base that includes corporations, states, state-related bodies and private individuals.

Private wealth matters are a core practice area for Enyo Law, such as high-value and multi-jurisdictional trust disputes. 

Its team of 20-plus partners has the expertise to manage trust-related litigation on a global scale, acting for both claimants and defendants, including high-net-worth individuals, trust companies, family businesses and private banks. 

Enyo Law’s team represents clients in the English court and provides strategy and management of claims in overseas jurisdictions, including the Cayman Islands and Bermuda, Switzerland, Jersey, Singapore and Hong Kong, among many others.

Independent and focused solely on disputes, Enyo Law offers a fast, innovative and flexible approach for each client.

Visit enyolaw.com to find out more, including a detailed look at Enyo Law’s private wealth disputes work

Heligan takes a client-centric approach to portfolio management. While boutique in size, its proprietary market research and deep network – particularly in high-growth sectors such as technology, national security and public safety – enable it to deliver a client experience on par with much larger firms.

From investment management and wealth structuring to bespoke debt and liquidity solutions, the firm offers high-net-worth individuals, families and entrepreneurs a fully tailored experience – covering everything from investments and cash management to intergenerational wealth planning, all under one roof.

The Heligan Corporate Finance department extends the wealth management team’s offering so that it can also guide its high-net-worth and ultra-high-net-worth clients through business sale transitions and connect wealth planning to corporate exit strategy.

With offices in Birmingham and London, a nationwide client base, and expertise in cross-border and multi-jurisdictional matters, Heligan leverages its full capability and reach to help clients plan for long-term wealth preservation.

Visit heligangroup.com/wealth-management to explore full services and insights, and to book a private consultation with client director Kieran Duffy. Receive regular thought-leadership updates across the Heligan Group on LinkedIn

Kuflink is an award-winning online property investment platform, helping the alternative investment community diversify and maximise returns. 

Established in 2016, the company has a Trustpilot rating of 4.4 (excellent) from over 1,000 reviews. 

To date it has lent over £420 million on a variety of secured bridging and development loans, enabling clients to take advantage of higher interest rates and to get the most from their investments through select and diversified account options.

In addition to this, the Kuflink Innovative Finance Isa (IFISA) currently offers a rate of up to 9.13 per cent for a two-year term, significantly outperforming traditional savings accounts. 

E-signature functionality makes it easy to sign up for an IFISA, and thanks to smart tech, it offers a great range of returns. Investors have the flexibility to choose which type of product they wish to use their allowance for – from self-selecting to auto diversifying across approximately 400 loans at any one time.  

Visit kuflink.com to sign up. Kuflink is authorised and regulated by the Financial Conduct Authority. Do not invest unless you are prepared to lose money. This is a high-risk investment. You may not be able to access your money easily and are unlikely to be protected if something goes wrong

Headquartered in Scotland, this UK law firm advises high-net-worth individuals, professional trustees and services firms on all aspects of inheritance, trust and business succession disputes.  

Focused on private wealth disputes either via court litigation or alternative dispute resolution, Brodies LLP assists in cases between trustees and beneficiaries where there is, for example, a contested will, a contentious tax issue or an issue related to a family investment company.  

The nature of such disputes can be distressing and highly sensitive, so the team draws not only on its professional legal skills but on emotional intelligence to handle each step with care, focused on successful outcomes for its clients – personally and financially.

Ranked Band 1 in the Chambers & Partners High Net Worth Guide for Private Wealth Disputes, the firm has a client list that includes high-net-worth individuals, trustees and professional services clients.

With deep expertise in the legal distinctions across UK jurisdictions and a strong grounding in private international law, Brodies LLP is well equipped to handle matters that cross borders or span multiple legal systems.

Visit the dedicated private wealth disputes page to learn more about what Brodies LLP can offer