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.
Get in touch
If you have any questions or would like to get in touch, submit a callback request below and we will contact you as soon as possible.
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.
There has been a remarkable dearth of hard news in recent weeks. It’s not that nothing is going on – rather that such stories as hit the headlines are having little impact on investor sentiment.
With the tax year end fast approaching and many allowances offered on a ‘use-it-or-lose-it basis’, now is the time to consider implementing smart financial planning strategies, both now and going…
Meet Antonia, Senior Investment Manager at our Leeds office. In this video she provides her insight on the biggest risks for investors and how she's adapted to fulfill her client's needs since…