Wealth management

Our approach to Wealth Management is based on professional objectivity, expert advice, a dedicated approach to client service and financial solutions designed to address your specific needs. Independent Financial Advice is part of the process but successful Wealth Management is about more than just that. Depending on who you are, it might be about:

Structuring your personal or business assets to achieve the best possible tax and financial outcome for you and keeping any plan under review so that it can be adapted to meet your changing family & financial circumstances

Extracting wealth and income tax efficiently from your business & helping you to ensure that your business trades profitably.

Planning your estate and helping you decide how and when to pass your assets on to your children & grandchildren, while at the same time retaining some control over them, perhaps by the use of family trusts.

Making sure your family keeps as much of the wealth you have accumulated by minimising your Inheritance Tax & Capital Gains Tax liabilities and by planning your income to reduce Income & Corporation Tax liabilities

Above all it’s about how we can help you grow, protect and transfer your assets by providing you practical & relevant wealth management advice not just for today, but for the future as well.