Managing your wealth

A discretionary approach to portfolio management allows you to go about your daily life safe in the knowledge that your financial future is being overseen by our investment professionals.

Often it is not cost-effective to manage smaller accounts on an individual basis so we offer a unitised service, managed on a discretionary basis.

Making the most of your tax allowances can help you grow your wealth or provide you with an income within a tax free environment. Whilst we are not tax advisers, we can help you make the most of the flexibility now offered to personal pensions or investing your ISA or your grandchildren's JISAs.

A discretionary approach to portfolio management allows you to go about your daily life safe in the knowledge that your financial future is being overseen by our investment professionals.

Often it is not cost-effective to manage smaller accounts on an individual basis so we offer a unitised service, managed on a discretionary basis.

Making the most of your tax allowances can help you grow your wealth or provide you with an income within a tax free environment. Whilst we are not tax advisers, we can help you make the most of the flexibility now offered to personal pensions or investing your ISA or your grandchildren's JISAs.

We will review your assets and work with you to find the most effective way to pass on your wealth and preserve your legacy.

Ensuring as much as possible of your estate is left for your chosen beneficiaries is possible to achieve with careful planning. Contact our wealth planning team to discuss estate planning options available to you.

Making the most of the tax efficient allowances available to you and your family can give your investments a head start. Our Wealth Planners can review your existing arrangements and make recommendations or take appropriate action on your behalf.

Your pension could well be your most valuable asset. Working with our wealth planning service, we can establish a retirement strategy to help you make the most of the recent pension freedom rules.

Ensuring as much as possible of your estate is left for your chosen beneficiaries is possible to achieve with careful planning. Contact our wealth planning team to discuss estate planning options available to you.

Our specialist service invests in stocks that qualify for business Property Relief which, once granted, can be held outside of your estate. This can be a quick option to mitigating your tax burden without losing control of your assets.