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
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 the US election draws closers, watch our exclusive webinar featuring Freddy Gray, Deputy Editor of The Spectator and JM Finn Investment Director Freddy Colquhoun, covering all the key points to be…
In our latest webinar, Anna Murdock, Head of Wealth Planning and Simon Wong, Senior Wealth Planner cover the key points to know on pensions and retirement planning.
Launched in 1999, this spring marks the quarter century milestone since the Individual Savings Account (ISA) was first introduced in the UK, superseding the Personal Equity Plan. We take a look at…