Wealth management

Independent advice that shapes better futures.

Ensuring everyone gets the full benefit of financial advice.

Our experienced advisers are here to put you at ease. We believe in making the complex simple, ensuring you understand the recommendations we’re making, in a timeframe that works around you. Our highly qualified consultants put you first. They understand the value of a relationship built on transparency, integrity and service.

A personalised service focused on your goals and requirements

Independent, impartial financial advice, tailored to you

Highly qualified and experienced advisers who understand your circumstances

Market-leading technology that informs better decisions

Independent Impartial Advice

Our Wealth Management Team assist with all aspects of wealth planning, delivering a financial plan that meets your personal life and financial goals. We can also help you regularly review your progress – checking year-by-year how much closer you are towards your goals and aims.

We can advise you on:

Accumulating your wealth, looking at Pensions, ISAs and a range of additional options
Retirement and drawing down on your pension, using cash flow analysis
Protection, both for you and your family
Inheritance Tax, to support you on how and when you pass assets on
Executive financial planning
Sophisticated investments, such as VCTs and EIS
Business planning, such as keyman and shareholder protection

Private Client Service

For certain clients with more complex financial needs, our specialist Private Client Service may be a better fit. As well as financial planning, our teams take a wider look at your financial life. This is beneficial for clients who require more intensive support and engagement.

We start with you, and end with you

We make our advice as clear, useful and grounded in your life as possible. We are passionate about the advice and support we provide. In particular, we recognise the impact our advice has, not just on our clients, but future generations. From day one, your needs will be our priority. We recognise that each client’s circumstances are unique, not just financially but as a whole. We pride ourselves in getting to know you, supporting you in discovering, understanding and helping you reach your goals.