5 Star Rating
Supporting clients for 50 years
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
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
Free initial consultation
Your first call and initial consultation are always free.
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 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."
"You have matched with patience, clarity, creative thinking, accuracy and innovation our high expectations."