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
Safeguarding your wealth
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.
Call us on...
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
- 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
The ability to offer a tailored portfolio allows us to manage a client’s investment to meet their individual circumstances or goals; and if those circumstances change we can adapt accordingly.
Latest insights
JM Finn hosted a conference in-person and virtually, bringing together experts to educate our audience on a range of topics.
Carole Annett of Country & Town House magazine offers simple, practical ideas to turn your home into a castle
Bond star Daniel Craig would rather give away his wealth to charity than to his daughters. Whatever your view, it is important to plan for it to ensure your wishes are fulfilled.