Planning for your financial future

Wealth planning services

Planning for your financial future

Optimising your wealth

Achieving your financial dreams requires more than just a first class investment offering. With a comprehensive Wealth Planning service, you can structure your financial affairs more effectively to help achieve your goals.

We can provide appropriate solutions which may help you on your financial journey either as a one-off exercise, such as reviewing your pension provision, or on a longer term basis to provide ongoing advice.

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.

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020 7600 1660

Advice tailored for you

Advice tailored for you

Our wealth planning services cover four specific areas of wealth planning to help you meet your goals:

  • Retirement planning
  • Estate planning
  • Protecting you and your family
  • Wealth structuring
Is this right for me?

You have a number of pension pots:

Pension rules are complex and constantly changing. Our planners can guide you through the rules to help you enhance your retirement income and avoid the pitfalls.

You are looking to pass on your wealth:

You may want to consider how you can pass on your hard-earned assets to the next generation and how you minimise the inheritance tax bill. We can help you structure your assets appropriately to pass more of your wealth to your chosen beneficiaries.

Unsure your affairs are in order?:

Knowing that your financial affairs are structured to meet your ambitions can be of great comfort. Our planners can review your wealth plans and make recommendations to help keep you on track.

More information

Achieving your financial dreams requires more than just a first class investment offering. With a comprehensive Wealth Planning service, you can structure your financial affairs more effectively to help achieve your goals.

What our clients say

I have found them to be helpful, informative and keep in regular contact.

Client survey feedback

Specialist expertise

Using the experience of our wealth planners to complement the firm’s investment services results in a comprehensive wealth solution for those clients that want it.

Anna Murdock

Head of Wealth Planning

Latest insights

I bought my first shares on the London Stock Exchange back in the mid-1960s.

Justice Ruth Bader Ginsburg (affectionately referred to as RBG) died last week after serving on the Supreme Court for 27 years.