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.
Safeguarding your wealth
Wealth planning for you and your family
Wealth planning for you and your family
Preservation of wealth is a priority for many of our clients, be that by investing to beat inflation, reducing the amount of tax you are liable for or putting in place insurance to protect against the unexpected.
Our investment and wealth planning experts can work together to provide a uniquely tailored approach to helping your family protect your wealth.
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
Expert investing and planning
If preservation of wealth is your financial goal, we can build a personal plan to help you achieve it:
- Dedicated investment manager
- Experienced wealth planner
- Wealth planning advice tailored to your individual circumstances
- Face-to-face communication
- Online portal providing 24/7 access to your portfolios
What our clients say
It is good to have a named person who knows who I am without having to consult a computer screen first - this is why I left my previous manager.
Meeting individual circumstances
We will tailor our wealth planning advice to meet your individual circumstances or goals; and if those circumstances change we can adapt accordingly.
Latest insights
As an increasing number of estates become liable for inheritance tax, discounted gift trusts are coming into the spotlight as a possible route for IHT mitigation.
Meet Rebecca, Wealth Planner in our London office. In this video she provides insight into the goals for the wealth planning team for the rest of 2025, how the team are helping clients manage the…
Read top tips for personal taxation from our Wealth Planning team for the year ahead.