Manage your wealth
Expert help with financial, tax, trust and estate planning.
5 Star Rating
From Defaqto*
1972
Supporting clients for 50 years
90+
Expert advisers nationwide
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 you and those that matter most to you. 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.
How our wealth management service works
Step one
Book a free call with a wealth and tax management expert to find out more about how our services can support your unique needs. From planning your retirement to building a financial plan for your future, to wills, trusts and tax return – our personal wealth managers can help.
Step two
If you decide to go ahead, your adviser will recommend the approach to help you achieve your goals, set everything up and manage things for you. Giving you peace of mind that you’ve planned ahead and can enjoy life.
Tyrone Samsonroy
Financial Planning Director
What you get with our expert advice
- Financial planningTo help you build an overall financial plan for your future.
- Investment managementTo make sure you have the right investment strategy for your plan.
- Tax planningTo help you make the most of allowances, and make sure you're saving and investing tax efficiently.
- Powers of attorneyTo make sure the right people make decisions for you if you're not able to.
- Trusts and philanthropyTo help you control and share your wealth.
- Inheritance tax planning, wills and nominationsTo help you efficiently and effectively pass on your wealth to your loved ones.
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 moreFree initial consultation
Your first call and initial consultation are always free.
Tailored services
One size doesn't fit all - you pick services to meet your needs.
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."
Listened and understood
"Really took the time to listen and understand one's circumstances and life goals before offering guidance."
Matched expectations
"You have matched with patience, clarity, creative thinking, accuracy and innovation our high expectations."
*From independent ratings agency Defaqto for the service, digital content and support we offer our clients. Rated in 2022.