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HomeFinancial adviceWealth managementWealth management guide
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Get your free wealth management guide

5 ways to help you manage and make the most of your wealth – for you and the people you care about.

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5 ways

to help you manage your wealth

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Top tips

from our wealth management experts

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How we can help you with wealth mangement?

What will you get?

If you want information on how to make the most of your wealth for you and the people you care about, this guide can help.

We’ve brought together our experience of helping thousands of people to cover the basics of wealth management.

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Our clients rate the call 4.5 stars out of 5

The guide covers the following

  • 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

    To help you control and share your wealth.

  • Passing on your wealth

    To help make sure you pass on as much as possible to the people you care about.

  • Building a financial plan

    To bring together all the elements of wealth management and make sure your money is working for you.
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Expert financial advice from the wealth management experts

From financial planning to tax planning, powers of attorney, trusts and estate planning, we can help you make the most of your wealth for you and those you care about. We make it easier to for you to get the advice you need by bringing together financial, investment, legal, accountancy and tax expertise in one place. Your initial call and consultation are always free. Then 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.

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Free initial consultation

Your first call and initial consultation are always free.

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One size doesn't fit all - you pick services to meet your needs.

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No hidden fees

What you pay is based on the services you need, no extras.

Here's what some of our clients have to say

Exceptional care

"Exceptional care both to explain the many financial considerations and to match them with our specific personal circumstances and plans."

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Listened and understood

"Really took the time to listen and understand one's circumstances and life goals before offering guidance."

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Matched expectations

"You have matched with patience, clarity, creative thinking, accuracy and innovation our high expectations."

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