Wealth Management

We provide a range of Wealth Management propositions to our private and corporate clients by using these foundations:

  • A holistic approach to Financial Planning
  • Sophisticated Risk Profiling
  • Self-Invested Personal Pensions
  • Pension consolidation
  • Pension Fund Withdrawal
  • ISA’s
  • General Investment Accounts
  • Discretionary Fund Management solutions
  • Platforms offering a wide range of tax wrappers and funds
  • A Private Client Wealth Portal to provide visibility on total wealth for each client

Enjoying accumulated wealth through a strategy of conservation and / or transfer to next generation, we can help ensure that you manage your wealth with tax efficiency and appreciate the correct levels of risk to which you are exposed.

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

The value of an investment will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.