Private Clients

Private Clients

Wealth Management

Our Wealth Management service enables clients to benefit from high level financial planning that incorporates a range of investment portfolios.

Family Protection

If something should happen to you, the last thing you want your family to be worrying about is money. Our Consultants will make sure you have the right types of protection in place to give you peace of mind.

Estate Planning

Making sure your assets are correctly structured and optimised to take advantage of current tax rules can help minimise potential inheritance tax issues and also the effects of possible future costs such as long-term care fees.

Retirement Planning

We help you make the right decisions about your pension and investments to fund your retirement. Action tailored to your specific circumstances could make a big difference to your financial wellbeing and that of the next generation of your family.

Later Life Planning

People in later life require specialist advice such as funding for care home fees, funding for care in your home, and other property options, etc. We have specially qualified planners in this area, including experienced and accredited SOLLA advisers (Society of Later Life Advisers).

Tax Planning

Making sure your affairs are arranged in the most tax efficient way is a fundamental part of good financial planning, and we work closely with other professionals to ensure you receive advice appropriate to your circumstances and needs.