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.
We offer support in dealing with a deceased estate via a comprehensive range of probate services.
Accessed via an investment manager, this service complements our wealth and investment propositions for lawyers and accountants.
Helping you help your clients
Our probate service provides detailed valuations to comply with IHT and Confirmation purposes including:
- Full ex-dividend and interest payment data
- Verification of assets
- Registration of death
- Assist with the transfer of assets
What our client say
The team provide great personal service, I value the advice and have always felt that they keep my best interests in mind.
Meeting individual requirements
We often work closely with a client’s lawyers and accountants to ensure the client receives the best possible service.
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