Father of young family, smiling and holding baby

Wealth Management

With a business built on lifetime relationships, our wealth management service is designed to give you long-term confidence, reassurance, and financial security. Our aim is to make sure your money works as hard as possible for you. So we’ll start by reviewing your appetite for investment risk and available options, before recommending the most appropriate solutions.  We'll evaluate any plans and assets you already have, and ensure you provide for your family. We can also help you pass on as much as possible to your loved ones when you die.

Lifetime financial planning

We’ll carry out a complete review of your circumstances and help you identify your financial and lifestyle  goals We’ll then work with you to prepare a detailed plan, making sure you always have the funds you need to meet them.  This bespoke plan will also consider those ‘worst-case’ scenarios - anything that might stop you achieving your dreams. And to make sure your plan evolves along with your life, we’ll review it thoroughly with you, at least once a year.

*The Financial Conduct Authority does not regulate tax advice or cash flow modelling.

Contact us

For more information on lifetime financial planning or to speak to an adviser, please get in touch.

View our Inheritance Tax Factsheet