The founding partners, Ben Kershaw and Julian Morgan, have, between them, twenty five years of experience within the financial services profession. Both have worked in some of the largest financial institutions in the UK and have specialised in providing independent financial advice to members of the Bar for the past six years.

In addition to holding the necessary qualifications to provide independent financial advice, members of Advoco have advanced financial planning qualifications in:

• Pension Funding
• Taxation and Trusts
• Personal Investment Planning
• Investment Portfolio Management
• Savings and Investments
• Pension Simplification
• Mortgages
• Lifetime Mortgages
• Financial Planning, designated by Certified Financial Planner™ status as awarded by the Institute of Financial Planning