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.
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Call us on...020 7600 1660
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.
It is never too late to start defining your financial goals. Paraplanner Uday Tuladhar makes some suggestions to the over 50s for improving their financial wellbeing.
It is never too late to start thinking about your financial goals. In this article, paraplanner Uday Tuladhar raises some useful points to be considered