From our early days as a stockbroker we have listened to our clients’ needs. Now as a full-service wealth management firm we have evolved to serve many generations of investors, in line with their individual wealth requirements.
Advising on your clients’ wealth
Wealth management services
Advising on your clients’ wealth
Meeting your clients’ needs
Advising on your clients’ financial affairs can complement your advice to enhance your role as the trusted adviser.
Our wealth planning service can provide appropriate solutions which may help your clients on their financial journey, either as a one-off exercise, such as reviewing your pension provision, or they can be engaged on a longer term basis to provide ongoing advice as part of our Regular Review Service
Get in touch
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020 7600 1660
Comprehensive wealth management
Our wealth planners offer specialist advice tailored to your clients’ individual needs, based around four specific wealth areas:
- Retirement planning
- Wealth structuring
- Protection
- Estate planning
What our clients say
The combination of good independent financial advice and investment advice is invaluable. Most firms really only offer one or the other.
Your investment partner
Our investment services can help your clients realise their goals
Latest insights
As an increasing number of estates become liable for inheritance tax, discounted gift trusts are coming into the spotlight as a possible route for IHT mitigation.
Meet Rebecca, Wealth Planner in our London office. In this video she provides insight into the goals for the wealth planning team for the rest of 2025, how the team are helping clients manage the…
Read top tips for personal taxation from our Wealth Planning team for the year ahead.