England - London • Corporate and commercial

Burges Salmon LLP

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Burges Salmon LLP has demonstrable experience in the fintech and insurance sectors, in addition to advising on employment-related financial services regulation issues, unregulated funds and regulated lending matters. Tom Dunn leads the practice and advises on the structuring, establishment, operation and winding up of UK regulated investment funds. Martin Cook, who spearheads the firm’s fintech offering, is another key contact in the group.

Legal 500 Editorial commentary

Testimonials

Collated independently by Legal 500 research team.

  • ‘Tom Dunn and Anna Davis have in-depth knowledge of the FCA regulatory regime, and are always on top of current themes and regulatory developments. They are able to share market insight, given their client base, and affiliations with industry bodies.’
  • 'The team is timely in their responses, terms of engagement are clear including billing rates and fixed fee work. The team lead appoints the right support in terms of knowledge and advice.'
  • 'Anna Davis is professional, provides timely responses and quickly understands the business issues.'

Key clients

  • FundRock Partners Limited
  • Mattioli Woods
  • Royal London
  • St. James’s Place
  • The Embark Group
  • The Ecclesiastical Group
  • The Financial Conduct Authority
  • The Financial Services Compensation Scheme
  • The Mainspring Group
  • The Marlborough Group
  • The Saltus Group
  • The Shepherds Friendly Society
  • The Octopus Group
  • The Wales Pension Partnership

Work highlights

  • Advised the Embark Group, one of the fastest growing digital retirement and savings businesses in the UK, on its conditional sale to Lloyds Banking Group for £390 million.
  • Advised the Financial Conduct Authority (FCA) on the introduction of the new Overseas Funds Regime, which was announced by HMT to enable non-UK funds that have equivalent regulatory protections to a UK UCITS to be marketed to retail investors in the UK.
  • Advised St. James’s Place (SJP), a UK wealth management businesses on the launch of four new fund-of-funds and on its preparation to comply with the Uncleared Margin Rules.

Practice head

The lawyer(s) leading their teams.

Tom Dunn

Other key lawyers

Martin Cook, Anna Davis, James Green