Our team of experienced advisers are backed by a high-quality support team, including chartered financial planners, who have achieved the highest possible qualification in the financial services industry. We use the most up to date technology to ensure top levels of service to what are, typically, very high net worth clients. This includes modelling and forecasting tools, as well as interactive reports and valuations.

Investments

We work alongside clients to formulate an investment strategy in line with their financial objectives, personal circumstances and risk profile. We then use our expertise, experience and knowledge of the industry to assist clients in their investment decisions.

Portfolio Management

We provide a full portfolio management service to clients; supported by leading technology which enables accurate reporting, assists with risk management and performance monitoring. We can also offer clients our ‘active portfolio’ solution which utilises all available products, structures, and fund management groups in the market, and reacts to changing market conditions.

Projection

Our Wealth Management team advise clients on all forms of individual and business protection, including: life insurance, critical illness cover, health insurance and provision for long term care. The importance of adequate insurance, which is both appropriate and on the best terms, cannot be underestimated.

Pensions and Retirement

We have expertise in all forms of pensions, including SIPPs, SSASs, stakeholders and personal pension schemes. For businesses we can establish and manage company pension schemes, for auto-enrolment compliance and otherwise, and for individuals we combine pensions with alternative savings strategies that may form part of an overall retirement planning strategy.

Estate Planning

Together with colleagues in our Tax and Private Client Services teams, we work with clients to structure their affairs and investments to protect wealth for the next generation; advising on investment structures, Wills, protection and succession matters and inheritance tax.

Tax Planning

Together with colleagues from our Tax and Private Client Services teams our Wealth Management team work with clients to reduce their exposure to income tax, capital gains tax, inheritance tax and all other direct taxes by structuring clients affairs in the most tax-efficient manner.

The Team

Our experienced and approachable team are on-hand to assist you, please get in touch below:

Testimonials

“We feel valued as a client and your service reflects that, which is not something we have been used to with much larger firms.”
Professional Services Business
Managing Director
“The quality of the people dealing with our affairs, even the juniors, has been excellent - professional, knowledgeable and articulate.”
Manufacturer
Finance Director