Investment Policy Statement Software

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An Investment Policy Statement (IPS) is a structured document that defines an investor’s financial goals, risk tolerance, and asset allocation strategy. Whether you’re an individual investor, financial advisor, or fund manager, an IPS provides clarity, ensures consistency, and supports well-informed investment decisions.

Our expert lawyers provide this lawyer approved template to help you create a legally sound Investment Policy Statement tailored to your investment needs which you can tailor to your needs using our award winning legal AI.

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Why Do You Need an Investment Policy Statement?

Defines Clear Investment Objectives – Establishes goals, risk tolerance, and return expectations.
Ensures Legal & Regulatory Compliance – Helps meet FCA, SEC, and MiFID II guidelines.
Supports Consistent Decision-Making – Creates a structured framework for portfolio management.
Enhances Transparency – Strengthens communication between investors and financial advisors.
Provides a Benchmark for Performance – Enables tracking against predefined goals.

📌 Example: A high-net-worth investor implements an IPS to maintain a diversified portfolio aligned with long-term financial objectives.

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Key Components of an Investment Policy Statement

1. Investment Objectives

✔ Outlines financial goals and target returns.
✔ Defines short-term vs. long-term investment strategies.

📌 Example Clause:
"This portfolio aims to achieve a 6% annual return over a 10-year investment horizon while maintaining capital preservation."

2. Asset Allocation Strategy

✔ Establishes guidelines for portfolio diversification.
✔ Specifies asset classes such as equities, bonds, and alternative investments.

📌 Example Clause:
"The portfolio allocation will be maintained at 60% equities, 30% fixed income, and 10% alternative assets."

3. Risk Tolerance & Management

✔ Determines acceptable levels of risk and volatility.
✔ Includes stop-loss strategies to mitigate potential losses.

📌 Example Clause:
"The maximum acceptable drawdown for equity holdings shall not exceed 15% annually."

4. Performance Monitoring & Benchmarks

✔ Establishes review periods for portfolio performance.
✔ Defines benchmark indices for comparison (e.g., S&P 500).

📌 Example Clause:
"Portfolio performance will be assessed quarterly against a 60/40 stock-bond benchmark and adjusted as necessary."

5. Compliance & Legal Considerations

✔ Ensures investments adhere to FCA, SEC, and MiFID II regulations.
✔ Outlines fiduciary responsibilities of financial advisors.

📌 Example Clause:
"All investment decisions must comply with the UK Financial Conduct Authority (FCA) regulations and ethical investment guidelines."

🔗 Create a Legally Enforceable IPS with Go Legal AI

Common Examples of Investment Policy Statements

1. Individual Investor IPS

A retail investor creates an IPS defining their risk tolerance, investment goals, and asset allocation strategy for retirement planning.

2. Corporate Investment Policy

A company’s pension fund develops an IPS to guide investment decisions while ensuring compliance with fiduciary responsibilities.

3. Family Office IPS

A multi-generational family office drafts an IPS to establish a consistent, long-term wealth management strategy.

4. Charitable Foundation IPS

A nonprofit organisation creates an IPS to align its investment portfolio with its mission while maintaining ethical investment practices.

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Related Legal Documents

📄 Financial Advisory Agreement – Defines the relationship between investors and financial advisors.

📄 Investment Management Agreement – Specifies terms for managing investments.

📄 Risk Management Policy – Establishes strategies for identifying and mitigating investment risks.

📄 Wealth Management Agreement – Defines investment responsibilities for high-net-worth individuals.

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Why Choose Go Legal AI for Your Investment Policy Statement?

Go Legal AI provides an efficient, AI-powered solution for drafting an Investment Policy Statement that meets professional and legal standards.

AI-Powered Customisation – Quickly generate an IPS tailored to your financial strategy.
Regulatory Compliance – Ensure adherence to FCA, SEC, and MiFID II regulations.
Secure Cloud Storage – Edit, update, and access your IPS anytime.
Step-by-Step Legal Guidance – Follow a structured process with lawyer-reviewed templates.

🔗 Start Your IPS with Go Legal AI Now

An Investment Policy Statement is a fundamental document for structured investment planning, regulatory compliance, and portfolio management.

Go Legal AI’s AI-powered IPS solution simplifies the process, ensuring you can create, manage, and implement an effective investment strategy with confidence.

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An Investment Policy Statement (IPS) is a key document that defines an investor’s strategy, risk tolerance, and financial objectives. Our expert lawyers answer your frequently asked questions about Investment Policy Statement Software, explaining its features, benefits, compliance considerations, and best practices.

1. What is Investment Policy Statement Software, and why is it important?

Investment Policy Statement Software is a digital tool designed to create, manage, and monitor investment policies, ensuring portfolios align with financial goals, risk tolerance, and compliance requirements.

A well-structured IPS software solution provides:

  • Customisable IPS templates for investment strategies.
  • Risk assessment tools to match investors’ risk profiles.
  • Regulatory compliance tracking (e.g., FCA, SEC, MiFID II).
  • Automated portfolio monitoring for consistent investment alignment.

Example: A wealth management firm uses IPS software to automate investment policy updates, ensuring regulatory compliance and portfolio consistency.

Create Your Investment Policy Statement Now

2. How does IPS software improve investment strategy?

IPS software enhances investment decision-making by:

  • Standardising investment objectives and strategies.
  • Reducing human errors in policy creation and compliance tracking.
  • Ensuring investment diversification and risk management.
  • Automating rebalancing of asset allocations when market conditions shift.

Example: A pension fund uses IPS software to automatically adjust its asset allocation based on pre-defined risk parameters, reducing exposure to volatile markets.

3. Who benefits from using IPS software?

Investment Policy Statement Software is valuable for:

  • Financial advisors and wealth managers – Helps create investment policies for clients.
  • Institutional investors – Ensures regulatory compliance for pension funds and trusts.
  • Individual investors – Provides structured investment strategies.
  • Corporate finance teams – Ensures disciplined asset allocation and risk control.

Example: A corporate investment team integrates IPS software into financial planning to track multiple portfolios and ensure alignment with internal investment policies.

4. What features should I look for in Investment Policy Statement Software?

Key features to consider include:

  • Pre-built and customisable IPS templates.
  • Risk assessment and tolerance tools.
  • Regulatory compliance monitoring.
  • Automated portfolio tracking and reporting.
  • Integration with financial planning software.

Example: A financial advisory firm selects IPS software with automated risk tolerance assessment to ensure clients’ investment strategies remain appropriate over time.

Find the Right IPS Template

5. Can IPS software help with regulatory compliance?

Yes. IPS software supports compliance with:

  • FCA, SEC, and MiFID II regulations.
  • ESG and ethical investment reporting.
  • Documented investment strategies to satisfy audits.

Example: A UK investment firm uses IPS software to document client risk profiles and investment strategies, ensuring FCA compliance.

6. How does IPS software integrate with financial planning tools?

Most IPS platforms integrate with:

  • Portfolio management tools (e.g., BlackRock Aladdin, Morningstar).
  • Compliance software to meet financial regulations.
  • Performance analysis and risk management systems.

Example: A financial advisor links their IPS software with their CRM system to automatically update client portfolios when financial goals change.

7. How often should an IPS be reviewed or updated?

An IPS should be reviewed annually or whenever significant changes occur, such as:

  • Market fluctuations affecting investment risk.
  • Regulatory updates requiring adjustments.
  • Changes in financial goals or investment objectives.

Example: A retirement fund reviews its IPS every two years to align with changing tax laws and pension regulations.

8. Can IPS software support ESG and ethical investing?

Yes. Many IPS platforms allow for:

  • Ethical investment screening (e.g., excluding fossil fuels or tobacco investments).
  • ESG (Environmental, Social, Governance) criteria application.
  • Tracking of sustainable investment performance.

Example: A foundation managing charitable endowments uses IPS software to ensure investments align with sustainability goals.

9. What happens if I don’t have an Investment Policy Statement?

Without an IPS, investors may face risks such as:

  • Unclear investment objectives and inconsistent portfolio management.
  • Regulatory non-compliance leading to legal penalties.
  • Increased exposure to unnecessary financial risks.

Example: A small investment firm fails an FCA audit due to a lack of documented investment strategies, resulting in fines and compliance issues.

10. How do I create an Investment Policy Statement quickly?

Using IPS software simplifies the process by offering:

  • Customisable AI-driven templates.
  • Automated investment strategy drafting.
  • Regulatory compliance checks.

Example: A wealth manager uses IPS software to generate an investment policy for a high-net-worth client in under an hour, ensuring legal compliance and clarity.

Create an IPS Instantly

11. Does IPS software help with investment performance tracking?

Yes, IPS software provides:

  • Ongoing portfolio performance analysis.
  • Automated reporting tools.
  • Alerts when investment allocations deviate from strategy.

Example: An investment firm uses IPS software to track monthly portfolio performance and ensure all client accounts remain within risk parameters.

12. Is IPS software suitable for small investors?

Yes. Many platforms offer affordable solutions for small investors, including:

  • Pre-configured templates for retail investors.
  • Basic compliance tools for non-institutional users.
  • Scalability for growing investment portfolios.

Example: A solo investor uses IPS software to create a long-term investment plan, ensuring consistent risk-adjusted returns.

Start Your IPS Today

An Investment Policy Statement (IPS) is a critical document that defines an investor’s strategy, risk tolerance, and financial objectives. Our expert lawyers provide this DIY guide to help you understand how Investment Policy Statement Software simplifies the process, ensuring accuracy, compliance, and efficiency.

This guide walks you through:

  • How to create an IPS using software solutions.
  • Key features to look for in IPS software.
  • Compliance considerations for financial regulations.
  • Common mistakes to avoid when drafting an IPS.

1. What is Investment Policy Statement Software?

Investment Policy Statement Software is a digital tool that automates the creation, monitoring, and updating of an IPS for investors, financial advisors, and institutions. It streamlines portfolio management by ensuring investment objectives, risk parameters, and compliance requirements are clearly defined and consistently followed.

Key benefits include:

Automation: Reduces manual effort in drafting and updating IPS documents.
Regulatory Compliance: Ensures investment policies meet FCA, SEC, or MiFID II requirements.
Risk Assessment Tools: Aligns portfolios with investors’ risk tolerance and financial goals.
Real-Time Portfolio Monitoring: Tracks investment allocations to ensure compliance with the IPS.

Create Your IPS Using Our AI-Powered Software

2. How to Create an IPS Using Software: A Step-by-Step Guide

Step 1: Define Investment Objectives

Clearly outline the investor’s financial goals, time horizon, and return expectations.

✅ Identify risk tolerance levels.
✅ Set short-term and long-term financial objectives.
✅ Establish asset allocation strategies.

Example: A financial advisor uses IPS software to define a client’s goal of achieving a 6% annual return with moderate risk exposure.

Step 2: Assess Risk Tolerance

IPS software includes built-in risk assessment tools that evaluate an investor’s ability to handle market fluctuations.

✅ Use questionnaires to determine risk appetite.
✅ Align risk parameters with investment strategies.
✅ Automate adjustments based on market conditions.

Example: A pension fund uses IPS software to adjust risk exposure as employees approach retirement age, ensuring capital preservation.

Step 3: Set Asset Allocation Guidelines

A strong IPS clearly defines how investments should be allocated across different asset classes.

✅ Establish limits for equities, bonds, real estate, and alternative investments.
✅ Define rebalancing strategies when allocations deviate.
✅ Automate asset distribution based on pre-set rules.

Example: A high-net-worth investor uses IPS software to automatically rebalance their portfolio when stock exposure exceeds 60%.

Step 4: Implement Compliance Safeguards

Investment Policy Statement Software ensures that investments align with legal and regulatory requirements.

✅ Track FCA, SEC, and MiFID II compliance in real-time.
✅ Automate reporting for audits and regulatory checks.
✅ Set alerts for policy violations.

Example: A UK-based investment firm uses IPS software to generate automated quarterly reports for FCA compliance.

Ensure Your IPS is Legally Compliant

Step 5: Establish Performance Monitoring & Review

Regular monitoring ensures the IPS remains relevant and effective.

✅ Set review periods (annually, semi-annually).
✅ Adjust for changes in economic conditions or investment goals.
✅ Use software dashboards to track performance in real-time.

Example: A hedge fund manager uses IPS software to automatically review investment policies every six months, making adjustments based on market trends.

3. Key Features to Look for in IPS Software

When selecting Investment Policy Statement Software, consider the following must-have features:

Feature Benefit
Customisable IPS Templates Create investment policies tailored to specific clients.
Automated Risk Assessment Ensures portfolios match investor risk tolerance.
Regulatory Compliance Tools Helps meet FCA, SEC, and MiFID II requirements.
Real-Time Portfolio Tracking Alerts when investment allocations deviate from IPS guidelines.
Integration with Financial Planning Tools Connects with CRMs, trading platforms, and compliance systems.

Example: A wealth manager integrates IPS software with their CRM to instantly update investment policies based on client portfolio changes.

Find the Right IPS Software for Your Needs

4. Common Mistakes to Avoid When Drafting an IPS

🚫 Vague Investment Objectives: Ensure investment goals are specific and measurable.
🚫 Ignoring Risk Tolerance: Failing to align risk profiles can lead to financial losses.
🚫 Lack of Compliance Tracking: Failure to meet legal requirements can result in audits or fines.
🚫 Not Reviewing the IPS Regularly: Investment policies should evolve with market conditions.

Example: A financial advisory firm faced FCA scrutiny due to outdated investment policies, highlighting the need for IPS automation.

5. Who Needs Investment Policy Statement Software?

IPS software is widely used by:

Financial Advisors & Wealth Managers – To ensure client investments align with long-term goals.
Institutional Investors – Pension funds, trusts, and endowments requiring automated compliance.
Individual Investors – Those seeking structured, risk-appropriate investment strategies.
Corporate Finance Teams – Businesses managing investment portfolios.

Create a Compliant IPS with Our Software

6. Checklist: Drafting a Legally Sound Investment Policy Statement

✅ Clearly define investment goals and return expectations.
✅ Conduct a risk tolerance assessment and adjust asset allocation accordingly.
✅ Ensure compliance with financial regulations (FCA, SEC, MiFID II).
✅ Set clear rebalancing rules and performance benchmarks.
✅ Use software to automate updates and compliance tracking.

Get Started with Investment Policy Statement Software

7. Related Legal Documents

📄 Investment Agreement Template – Outlines the terms between investors and fund managers.
📄 Wealth Management Agreement – Defines the scope of advisory services and investment policies.
📄 Non-Disclosure Agreement (NDA) – Protects sensitive financial and investment information.
📄 Risk Disclosure Statement – Ensures transparency regarding investment risks.

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17-01-2024

Excellent Service

I have known Karim for many years and his work ethic and professionalism is excellent, similalrly throughout the team he has selected around him. His passion for his work is clear from all interactions with him and he transmits this through the quality of his work.

J A

07-07-2024

Excellent Service

Excellent service, esp from Atty Zareen. My husband’s visa was granted because of her hard work. She is very focused and gives regular updates.
I would use their service again.

Joel

21-06-2024

Karim and Aashma at Go Legal Ai

Karim and Aashma were brilliant in the way they advised us on the process during a difficult and stressful time. I can’t thank them enough for they help on the legal matter.

Darren

06-08-2024

Great work by Karim

Top of the line work done and executed by Karim. He has went out of his way in helping me settling down a lot of things in the UK. He has been helpful to us in many ways and really appreciate the effort done by him. Thank you very much, will be looking forward to get in touch again whenever there’s a legal work required. Highly Recommended firm

Darren

10-12-2023

I loved Go Legal Ai because I felt I could...

I loved Go Legal because I felt I could deposit my trust on them and they guided me through all the possibilities and process. Feeling informed made the journey more relaxed. They are very professional, empathetic and human! A rare combination nowadays. Thanks for your great work! I highly recommend.

Irina

09-01-2024

Karim's expertise and tutelage

Karim, with his sound experience in settling complex disputes, supervising that the agreements are right for you and most importantly analysing legal documents to know if you have a foot to stand on in your pursuit for justice and holding a strong case. I couldn’t recommend a more better person to help you with your needs.
Go-Legal is the way to go!

Calvin

08-12-2023

Unrivalled experience

Incredible service! He’s meticulous and most importantly doesn’t leave any stone unturned. His wealth of knowledge and experience gave me assurance and peace of mind when going through our litigation process and Karim was swift in his process from start to finish. His personable approach has made it a truly unrivalled experience!

Jay

11-05-2024

First Solicitor Firm I feel I can trust

For the first time in the last 7 years I spoke to a professional who WAS LISTENING to me so to best understand – in the short time available – what is going on and why I need to take my ex-solicitor to court.
It would feel right to have GoLegal help me with the professional negligence case, if time limitations allow to do so. Pity I did not speak to this Firm, months ago. Wow, they know what they are doing…
Conversation ended on such a positive note, thank you K. from GoLegal, thank you very much.

meS P

21-02-2024

Highly recommend Karim and his team

Highly recommend Karim and his team. It is our second time using Go Legal and we are very pleased with the result and service which continues to surpass expectations. Brilliant!

Sean

24-06-2024

I highly recommend Karim and his team!

I highly recommend Karim and his team!! I cannot recommend him highly enough. In all my years haven’t come across a better or more knowledgeable lawyer. We are grateful for his assistance and compassion.

Mesfin

23-02-2024

Karim and his team went above my expectations...

Karim and his team went above my expectations. He us diligent, sympathetic and most of all knowledgeable. His approach is very thorough and I would not hesitate to recommend him. Thank you Karim!

Miria

30-05-2024

Excellent all round

I recieved a free consultation call bang on the time agreed, from Karim, who was friendly and very professional. He listened well to all had to say, and though he couldn’t assist in this case has advised me and even sent me a link after to alternative help. Thank you Karim. A great appreciated service all round

Hannah

18-01-2024

Highly recommended for exceptional service

Karim and his team are very helpful. I mostly liked the free consultation service they offered. It helped me a lot to understand what I needed. I contacted them for immigration service and they provided an exceptional solution.

Iftekhar

09-05-2024

Karim provided a great service...

Karim provided a great service and allowed me to understand the process much more. All cases have a tremendous amount of moving parts which were well explained. Recommended.

DPM Construction

18-06-2024

Karim is very knowledgeable in his field. Great Platform

Karim is very knowledgeable in his field, gives great advice and most importantly is very easy to communicate with.

Speaking with some solicitors can be an intimidating process but Karim’s easy going approach is a breath of fresh air.

Highly recommended!

M S

02-06-2024

Excellent experience with Karim at Go Legal Ai

Excellent experience with Karim.
He was very helpful, polite and an excellent communicator. He is competent and professional
and responded always very quickly to our questions.
We highly recommend Karim.

RS

30-09-2024

Right from the start I knew we were in safe hands with Go Legal Ai

Right from the start I knew we were in safe hands, we had a consultation with Karim and discussed our case with him. We were given a clear strategy at the outset and everything panned out as he predicted. I cannot recommend Karim enough for any legal matter.

Sam

09-01-2024

Karim helped us resolve a commercial dispute...You're in safe hands

Karim helped us resolve a commercial dispute. I would highly recommend him. He’s very competent and caring throughout the process. And involved us in the decision making to get a successful outcome. You’re in safe hands.

May

08-12-2023

Best legal platform for all your legal needs

We have used several lawyers over the years Karim has been the best! He is passionate and has genuine intention to help clients get the best outcome. Always available for us whenever we need his help

Yousuf

08-12-2023

Excellent platform

Many thanks for your excellent work on my behalf, I extremely appreciate your help. You were so thorough, persistent, fair and transparent. I shall always say, I had the best possible solicitor to fight my cause. Thank you!

Evgenia

09-12-2023

Excellent legal support and advice

Karim has assisted in commercial ligitation. He was very helpful, pro active support and gave detsiled advice. I will be using their services in the future for all of my legal requirements.

Asim

24-05-2024

Grateful for an amazing DIY legal platform

We are grateful to Karim who helped our small business recover a debt within a few weeks. Very attentive even outside of normal working hours. Thank you so much!!

Gazi

26-01-2024

Impressive and exceptional service

I recently had the pleasure of working with Karim from Go Legal, and I am beyond impressed with the exceptional service I received. From the very first consultation, it was clear that Karim is deeply knowledgeable and genuinely invested in understanding every aspect of my case. His compassion and dedication to his clients are truly unparalleled.

If you’re looking for a legal firm that combines expertise with a personal touch, look no further than Go Legal. Karim and his team are truly a standout in their field, and I wholeheartedly recommend them to anyone in need of legal assistance. Their dedication to their clients’ well-being and their unwavering pursuit of justice make them an invaluable ally in any legal matter.

Raj

09-07-2024

Professional and very friendly legal platform

Karim, is very friendly and professional. We reached out for advice and process for what we believed was a contract breach issue.

Karim demonstrated a great understanding of contract law and provided invaluable guidance every step of the way – from our initial consultation to the resolution of the matter,

They took the time to thoroughly review the details of my case, patiently answered all of my questions, and provided clear and concise explanations of my options.

Thanks to their expertise, the contract breach issue was resolved efficiently and favourably.

I wholeheartedly recommend Karim to anyone in need of legal assistance. Their professionalism, expertise, and genuine care for their clients truly set them apart. If you’re facing a contract breach or any other legal challenge, look no further.

Samantha

15-04-2024

Honestly the best solicitors

Karim and his team are a god send. We have been dealing with a breach of contract construction dispute for several months which has caused us stress and anxiety. Karim was able to resolve it for us in a few weeks. Honestly the best lawyers I have come across. Diligent and well thought out advice.

Dominic

15-04-2024

Excellent all round!!!

Karim Oualnan at handled a contractual case to a successful resolution. Karim was diligent, always providing great, honest advice in which Karim always put my best interests at the forefront of his suggestions during the case. He is very reliable, trustworthy and always on hand to help. I would highly recommend Karim and look forward to working with him again in future.

Derrick

15-01-2024

Karim is a standout lawyer!

Karim is a standout lawyer! His approach is very strategic and always has the best intentions of the client in mind throughout. I would highly recommend him if you’re looking for a lawyer. You’re in safe hands!

Ceren O.

09-01-2024

Karim is an incredibly meticulous and astute lawyer!

Karim is an incredibly meticulous and astute lawyer who applies a high level of skill and intelligence to his work. There is no one else that I can think of who I would go to solve a commercial dispute due to his ability of solve problems and see the commercial angle and importance of legal issues. As is evidenced by his career so far he is very comfortable with leading on complex matters and you can trust that he will produce an excellent quality of work. He is also incredibly personable, diligent and hard-working.

Ross

13-12-2023

Karim was amazing

Karim was amazing, quick and effective just what you need. Very professional and makes it easy for you to understand everything. Always there when we need help and times of need. Worth every single penny!

Ant

09-05-2024

Absolutely super service and platform!

I received follow up legal advice from Karim that was extremely helpful and really helped me to clarify my situation and decide on my case progression

Absolutely super service.

Paul

09-07-2024

Very reactive and called within minutes. Great platform

Very reactive and called within minutes. Offered us lots of great advice which he didn’t need to offer up for free. Would recommend

Sonny

19-02-2024

Highly recommended

I have known Karim for several years and have nothing but praise for the way he conducts himself professionally. He is an outstanding Litigation Solicitor dedicated to achieving the best solutions for his clients. He is highly recommended

Khurshid

04-07-2024

Great Advice!

I recently worked with Karim at GoLegal and couldn’t be more pleased with the service I received. He provided exceptional advice regarding trademarks and offered valuable business insights. His expertise and thoroughness were evident in every interaction. I highly recommend Karim and GoLegal for anyone seeking professional and insightful legal guidance.

Kyle

30-05-2024

Professional, highly recommended

Thank you so much Karim for your Legal advice
Professional, friendly and helpful
I cannot be more grateful

Highly recommended

Angie Jo Fitness

17-01-2024

Legal Advice

It was astounding how much legal knowledge and experience Karim and the team possessed. They gave good legal advice and handled complicated legal matters with ease. Their handling of delicate situations with professionalism was admirable.

Jabel

26-05-2024

Go Legal Ai

Go-legal Ai has very professional and well mannered people who work hard to make sure your enquiries are dealt with as soon as possible.

Mar

20-02-2024

Second to none - Amazing!

Having spoken to multiple solicitors in the past few weeks I was at wit’s end, I was just as low as could be until I found Karim who gave me the confidence to keep going, his knowledge of my predicament was second to none.

James

19-06-2024

Karim gave me valuable advice and was very helpful

Karim gave me valuable advice and was very helpful
when i was unsure weather to pursue a claim for a Construction contractual dispute.

Jon

28-05-2024

Amazing service and experienced staff at Go Legal Ai

Amazing service and experienced staff. Help and advice was top quality and especially recommend Karim as giving a level of quality service above expectations. Thank you

Abdul

04-07-2024

Amazing service

Amazing service! He’s thorough and ensures no detail is overlooked. With his extensive expertise, he provided me with confidence and reassurance during our legal proceedings. Karim was efficient from beginning to end, and his friendly demeanor made it an unparalleled experience!

Zubair

12-05-2024

Karim was able to offer us some great advice

Karim was able to offer us some great advice in consultation. Very knowledgeable and considerate. Thank you Karim.

Sophie R

23-03-2024

Highly recommended lawyers

I highly recommend Karim as a commercial solicitor. While he worked on my matter, I was extremely impressed with his expertise, professionalism, and client-focused approach. He is a trusted advisor who will provide you with the expert legal advice you need to make informed decisions.

Remi

12-12-2023

Amazing in every way

I recently sought legal representation for a challenging litigation case and go-legal exceeded my expectations in every way. From the initial consultation, it was clear they were experienced and truly invested in getting the best outcome for me.

Karim, was particularly exceptional. His profound knowledge of the law and insightful strategies were invaluable throughout the process. He kept me informed, addressed all my concerns with patience and clarity, and consistently demonstrated genuineness.

Another massive thank you

SB

08-01-2024

5 stars!!

Karim and his team have been excellent in helping our company navigate the regulatory environment in the online competitions and gaming sector. His legal expertise has been invaluable in recent months, and we’re extremely grateful for his knowledge and support.

Liam

16-08-2024

Thanks from core of my heart!

I am writing to express my deepest gratitude for the service Ms.Zareen provided in securing the approval of my child’s Dependent visa following the initial refusal.

From the very beginning, her dedication and professionalism were evident. She took the time to thoroughly understand our situation, meticulously reviewed all the documents, and provided clear, concise guidance on the necessary steps to strengthen our case. Her expertise and strategic approach played a vital role in overturning the refusal.

I particularly appreciate how she maintained clear and constant communication, ensuring we were informed and reassured throughout the process ,showed remarkable attention in preparing our documents & displayed genuine compassion and understanding, which made a stressful situation much more manageable.

Thanks for her hard work and expertise.
We are incredibly grateful for the positive outcome.
Her efforts have had a profound impact on our lives, and we cannot thank you enough.
I will wholeheartedly recommend the services to anyone in need of immigration assistance, knowing they will be in the best hands.

Shah

04-08-2024

Thanks from core of my heart!

I am writing to express my deepest gratitude for the service Ms.Zareen provided in securing the approval of my child’s Dependent visa following the initial refusal.

From the very beginning, her dedication and professionalism were evident. She took the time to thoroughly understand our situation, meticulously reviewed all the documents, and provided clear, concise guidance on the necessary steps to strengthen our case. Her expertise and strategic approach played a vital role in overturning the refusal.

I particularly appreciate how she maintained clear and constant communication, ensuring we were informed and reassured throughout the process ,showed remarkable attention in preparing our documents & displayed genuine compassion and understanding, which made a stressful situation much more manageable.

Thanks for her hard work and expertise.
We are incredibly grateful for the positive outcome.
Her efforts have had a profound impact on our lives, and we cannot thank you enough.
I will wholeheartedly recommend the services to anyone in need of immigration assistance, knowing they will be in the best hands.

Shah

04-08-2024

Went above and beyond

Karim was easy to work with. Slight communication hiccup at the start, but more than made up for it with the work he did on my case. Happy with the outcome.

Jake

04-06-2024

Absolutely amazing

Karim has been so so great, he helped me throughout the whole process and even after. 100% recommended

Kd

17-06-2024

Karim has been absolutely amazing

Karim has been absolutely amazing, really helpful and responses were always really fast. I would 100% go back!

Kd

01-03-2024

Exceptional legal expertise and compassionate support

I am extremely pleased with the legal services provided by Karim and his team. Their expertise, professionalism, and prompt communication made a significant difference in my case. I also appreciated your display of empathy and understanding during a potentially stressful period for me. Your compassionate approach was truly valuable – a massive bonus for me personally. Highly recommended!

Justin

09-12-2023

Karim provided exceptional service

Karim provided exceptional service, demonstrating a high level of professionalism and competence. He was thorough, responsive, and always ensured that my needs were met promptly and efficiently. His expertise and attention to detail were evident in every interaction, making the entire process smooth and stress-free. I highly recommend Karim for his outstanding service and dedication to excellence.

TW

01-06-2024

Karim is an immaculate professional

Karim is an immaculate professional, going above and beyond to excel in his service. Couldn’t recommend highly enough!

Aman

11-12-2023

Exceptional service from Go Legal Ai

Karim was exceptional at providing me advice to my matters. He was attentive, knowledgeable and approachable. Moreover, GoLegal is a great platform for open-sourced legal information.

Antonio

30-04-2024

Go Legal Ai helped me a lot!

The owner of Go Legal helped me with the process of filing a pre-action protocol proforma and it went smoothly. I totally recommend their professionalism and also dedication.

Muizz

08-12-2023

Karim is an amazing asset to have in your corner

Karim is an amazing asset to have in your corner. Can’t recommend him and his team enough

Thomas

03-06-2024

Karim was extremely helpful and knowledgeable!

Karim was extremely helpful and knowledgeable.
Gave me sound advice on what I needed to do.

Steve

19-01-2024

Very helpful and informative

Very helpful and informative. Takes the time to address the details

Gotch

19-07-2024

Very helpful and friendly platform...

Very helpful and friendly impartial advice. Extremely thankful for the patience and time.

Louis

31-01-2024

Karim had exceptional dedication

Karim had exceptional dedication, a positive attitude and provided very helpful guidance. He constantly went above and beyond in every aspect.

Andre

08-12-2023

Great advice from the start

Great advice from the start, completely understanding & happy to discuss anything that your unsure about concerning

Robert

16-01-2024

Fantastic service given and a lot of help

Fantastic Service given and alot of help regarding ex business partner/supplier giving harassment and defamation. A cease and desist letter was recommended to resolve the issues. Definitely recommended.

Nick

17-06-2024

Exceptional platform and service throughout!

Exceptional service throughout the whole process. The information and advice provided was first class and exceeded my expectations.

Gavin

17-06-2024

I am delighted to share my heartfelt gratitude!

I am delighted to share my heartfelt gratitude and utmost appreciation for Zareen, the immigration consultant who expertly guided us through the British naturalisation process for my wife and two kids. From start to finish, Zareen’s exceptional service and unwavering confidence made an enormous difference in our journey.

Zareen’s expertise and professionalism were evident from our very first meeting. She thoroughly understood the complexities of our case and approached each challenge with a calm and positive demeanor. Her extensive knowledge of the naturalisation process and her ability to anticipate and address potential issues reassured us every step of the way.

What truly set Zareen apart was her constant communication and feedback. She kept us informed about the progress of our application, providing timely updates and constructive insights that helped us stay on track. Her positive attitude and encouraging words were a source of comfort, especially during moments of uncertainty.

Zareen’s dedication and meticulous attention to detail ensured that all our documentation was accurate and complete. Her proactive approach in preparing and submitting our application demonstrated her commitment to achieving the best possible outcome for our family.

Thanks to Zareen’s exceptional guidance, we successfully obtained British naturalisation for my wife and two kids. Her professionalism, confidence, and unwavering support made an otherwise daunting process smooth and stress-free. I wholeheartedly recommend Zareen to anyone seeking an immigration consultant who genuinely cares about her clients and delivers outstanding results.

Thank you, Zareen, for your outstanding service and for helping our family achieve this significant milestone. We are forever grateful for your expertise and support.

Aziz

09-07-2024

Professional and reliable

Karim is knowledgeable and very attentive in all details ensuring the process goes smoothly and transparent, Also very professional and reliable, throughout the process making it easier and more prompt, I definitely recommend it 🌟🌟🌟🌟🌟🌟

Rosana

17-05-2024

Excellent to have warm personable help!

Excellent to have warm personable assistance

Clare

16-10-2024

Thank you for the help!

Would highly recommend for drafting any contractual documents. Stand out firm

Ash

08-12-2023

Exceptional!!

Called in for information regarding my dissertation on civil law and was kindly provided with very useful information.

Ella

05-05-2024

Thank you Go Legal Ai!

Since I was in need of a lawyer, Karim was my go to. He was really listening to me and I felt heard. Thanks for your help

S D

02-03-2024

Great Platform!

karim gave me a call back and gave me advice on what I should do. Thank you

A Khan

12-03-2024

Very helpful!

Very helpful! Thanks Karim

MJ

26-06-2024

Free Consultation!

He listened and provided very good advise

Sola

04-07-2024

Recovered money for dispute

Great platform. Thank you Go Legal Ai

Maria

08-08-2024

Very caring and professional company

Very caring and professional company…

LJohn

12-05-2024

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