Business Details
Trusted Legal & Financial Services in Ivybridge
SW Law & Finance has been dedicated to helping clients achieve their personal and business goals while managing risks since its establishment. With a strong commitment to long-term client relationships, the firm offers integrated legal and financial services through its experienced team. The legal division, regulated by the Solicitors Regulation Authority, partners with Dartmoor Law to ensure continuity of service until June 2025. The financial arm, authorised by the Financial Conduct Authority, provides independent advice tailored to individual needs. The firm prioritises face-to-face interactions while maintaining accessibility through virtual and telephone consultations.Deeply rooted in the South West community, SW Law & Finance actively supports local charities and initiatives. Its client-centric approach combines specialist knowledge across departments to address complex requirements. The team's expertise spans conveyancing, wills, trusts, commercial law, tax planning, and pensions, reflecting decades of combined experience. Transparent communication and bespoke solutions remain central to its service philosophy, ensuring clients receive tailored advice aligned with their unique circumstances.
Services
Conveyancing
Wills
Tax Planning
Trusts
Commercial Law
Pensions
Equity Release
Charity Services
Highlights and features
- Regulated legal and financial experts with decades of combined experience
- Integrated approach combining solicitor-led legal services with independent financial advice
- Community-focused firm supporting local charities and initiatives
- Tailored solutions for complex legal and financial planning requirements
- Collaborative team approach ensuring access to specialist knowledge across disciplines
Associations and certifications
- Solicitors Regulation Authority
- Financial Conduct Authority
What people say
Excellent professionalism
Helpful and courteous
Outstanding service
Friendly staff
Very professional
Services
Conveyancing
Specialist property law services covering residential and commercial transactions. Our team handles purchases, sales, remortgages and new builds with particular expertise in rural property transactions across Devon and Cornwall. We provide clear guidance through the entire process from offer to completion, offering fixed fee structures and regular progress updates. Clients benefit from dedicated case management and tailored advice on property-related financial planning considerations.
Wills
Comprehensive will-writing services tailored to individual circumstances. We create legally sound documents that reflect your wishes while considering tax implications and family dynamics. Our approach includes advising on guardianship arrangements, pet care provisions, and charitable legacies. We offer free initial consultations to understand your specific requirements and ensure proper asset distribution according to your intentions.
Tax Planning
Strategic tax mitigation solutions for individuals and businesses. Our qualified advisers assess capital gains, inheritance tax liabilities and income tax considerations to develop legitimate tax-efficient strategies. Services include trust structuring, asset reallocation advice and business succession planning. We focus on long-term wealth preservation while maintaining compliance with current tax legislation.
Commercial Law
Tailored legal support for businesses from start-up to succession planning. We assist with company formation, contract drafting, commercial property matters and dispute resolution. Our services extend to employment law, intellectual property protection and corporate governance. We work closely with clients to understand their business objectives and provide practical legal solutions that support growth and risk management.
Trusts and Estates
Specialist administration of estates and trust arrangements. Our probate specialists handle all aspects of estate settlement including valuation, tax calculations and distribution. We offer impartial advice on creating trusts for asset protection and tax planning purposes. The team provides clear guidance on inheritance matters and complex estate disputes, with fees structured transparently based on work involved rather than asset value.
People
Eric Cowsill
Solicitor and Independent Financial Adviser
Dual-qualified professional with over 30 years' experience in legal and financial services. Provides integrated advice on complex estate planning and business succession matters. Combines solicitor expertise with financial planning knowledge to deliver holistic solutions for high-net-worth clients.
Rob Cowsill
Director and Independent Financial Adviser
Specialises in comprehensive financial planning with particular focus on retirement strategies and tax-efficient investments. Brings insolvency expertise to business succession planning. Leads the financial advisory team in developing market-specific solutions for clients across the South West region.
Michael Gaye
Commercial Solicitor
Experienced commercial law specialist handling property transactions, business contracts and corporate matters. Advises clients on all aspects of commercial operations including premises acquisition, employment issues and intellectual property protection. Brings extensive local legal knowledge from previous practice in Devon firms.
Clare Murray
Conveyancing Executive
Residential property specialist managing home buying and selling transactions. Focuses on ensuring smooth processes for first-time buyers and those moving within the local property market. Provides clear communication and dedicated support throughout the conveyancing process.
Claire Harding
Paralegal
Supports legal teams across multiple practice areas while undertaking professional qualifications. Assists with document preparation and client communication, bringing fresh perspective to case management. Plays key role in maintaining efficient operations across the firm's service lines.
Questions
What areas do you cover?
We serve clients across South Devon, West Devon, Dartmoor, and surrounding areas including Plymouth, Totnes, and Tavistock.
What legal services do you offer?
We provide conveyancing, wills, trusts, commercial law, charity services, and dispute resolution through our Dartmoor Law partnership.
Are you regulated professionals?
Yes, our legal services are regulated by the Solicitors Regulation Authority and financial services by the Financial Conduct Authority.
How do you handle estate administration?
We charge based on time spent with no percentage-based fees, offering free initial consultations for bespoke estate planning.
Can you assist with business succession planning?
Yes, we provide comprehensive advice on business exit strategies and succession planning as part of our commercial services.
