How our service works

  • “Exceptional care both to explain the many financial considerations and to match them with our specific personal circumstances and plans.”
    Una and Terry (names changed on request)
  • “Really took the time to listen and understand one's circumstances and life goals before offering guidance.”
    Clare 
  • “You have matched with patience, clarity, creative thinking, accuracy and innovation our high expectations.”
    John and Sarah 

What is wealth management?

Some call it financial or estate planning. For us, it’s a multitude of things related to managing your wealth for those that matter most to you:

  • Tax planning - to help you make the most of allowances, and make sure you’re saving and investing tax-efficiently
  • Powers of attorney – to make sure the right people make decisions for you if you’re not able to
  • Trusts and philanthropy – to help you control and share your wealth
  • Inheritance tax planning, wills and nominations – to help you efficiently and effectively pass on your wealth to your loved ones
  • Investment management – to make sure you have the right investment strategy for your plan

Because it’s such an important and complex area, we’ve brought together financial, investment, legal, accountancy and tax expertise under one roof.

One team working for you to help maximise your wealth, and your peace of mind.

What you pay and when

We’ll always be completely open and clear about what you’ll pay. Your first call and initial adviser consultation are always free.

What you pay is based on the services you need. And you won’t pay anything until you’ve seen and agreed the fee for the services you want.

Find out more
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    Free initial consultation

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    No hidden fees

  • Flexible pictogram

    Pick services to meet your needs

What you get with our expert wealth management advice

  • Dedicated adviser team under one roof
    Combined financial, investment, legal, accountancy and tax expertise to help maximise your wealth and minimise hassle.

  • Financial confidence for life
    Focus on enjoying your life, confident that your wealth is optimally managed for those that matter the most.

  • Peace of mind for your decisions
    Reassurance that your financial choices fit your needs, with expert support to evaluate your options.

  • Manage your wealth without the hassle
    Everything set up for you, from products to tax returns, to help give you confidence that you’re on track even as life changes.

The value of your investments can go down as well as up and you may get back less than you paid in.
Tax rules can always change in the future. Your own circumstances and where you live in the UK could have an impact on tax treatment.