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

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
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

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.

Client survey feedback

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.

Charles Bathurst-Norman

Investment Director

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.