Ongoing advice and guidance on how best to manage your wealth

Our services

We specialise in helping those with financial assets of over £1m. Whatever your circumstances we can provide the services you need. Whether it be as a business owner, director, through retirement, following a business sale, divorce/bereavement or simply being unhappy with your current adviser, we can help manage your wealth. 

Trusts can play an important role in financial planning and we offer all types of advice in this area. We also help trustees meet their fiduciary responsibilities in terms of investing for the beneficiaries best interests with a robust research process for choosing the most appropriate fund manager(s). This includes services for charities.* 

*The Financial Conduct Authority does not regulate Trusts or tax advice.

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses are not able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk

Investments

We will work with you to understand your requirements including what you are trying to achieve and the amount of risk you are willing to take. We will then choose the fund manager(s) best suited to meet your expectations and work with them to deliver your objectives. 

Inheritance tax & life cover

We offer advice on the most appropriate strategy for passing on wealth to your family if this is an issue of concern, an area we have a huge amount of experience and knowledge in. The timing of any planning, the way wealth can be passed down and of course whether it is a good idea for all concerned are all key areas to be explored. During the time you are building up your wealth it may be appropriate to have some life cover to protect your family and give you peace of mind.

Retirement and pensions

We will work with you to gain a clear picture of what you want your retirement to look like and what plans you need to put in place to make sure your expectations are met. There are several options for pension planning and significant tax benefits so even if you have already accumulated substantial wealth, it may be worth exploring pension planning. 

Borrowing 

In some circumstances it may make sense to borrow money to fund a project or investment. We have access to some of the best providers offering mortgages and loans.