Wealth Management

All-round expertise covering not just investment, but your wider financial planning needs – from dealing with tax or new legislation to protecting your family

Wealth management services often focus on the abstract – with vague assurances about service and exclusivity. We prefer to focus on you and your individual needs before talking about the practical details of what we offer and how we can help.

A solution for every issue

To begin with, we focus on real life and real issues, always shaping what we do to match what a client needs. So, if you’re worried about whether certain investments are right for you, we’ll tell you. If you’re concerned with pension and retirement planning, passing on wealth to the next generation or protection for them if something happens to you, we can help.

What's included

• Full cashflow modelling, including life stage planning or more targeted planning for retirement or a specific goal
• Advice on investments
• Pension and retirement planning
• IHT planning, including tax-led investment planning
• A dedicated Private Client Manager and Financial Planner
• And more.

Who the service may be suitable for

• People in search of high-quality investment management and financial planning on an ongoing basis, with a personal level of service