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What it is and how it can help you

If you are new to the idea of wealth management, financial planning or investing in general, we are here to help you get up to speed and understand the solutions which are best for you. We want to build your financial knowledge from the bottom up.

That means un-complicating financial jargon and helping you understand how the different strands of wealth management can be applied. Once you are better informed about the options, you can be confident you are making the right decisions when it comes to planning and managing your wealth.

What is wealth management?

Wealth management combines investment advice and financial planning to help sustain and increase your wealth. When you build a relationship with a wealth management firm like ours, you’ll be given your own wealth manager, who'll take time to listen to your needs so they can help you achieve your long-term objectives.

They’ll share their relevant knowledge and expertise before creating an investment solution that works for you. The solutions you explore with your wealth manager will depend not only on your own goals but also your current life-stage. And you’ll learn that wealth management isn’t just about investing but about tax, estate and inheritance tax planning and a variety of other services.

  • Your wealth is in specialist hands
  • A unique portfolio designed to meet your individual needs and attitude to risk
  • Your investments looked after on your behalf saving you time and hassle
  • Suitable investment opportunities from around the world
  • Regular updates on how your investments are doing
  • A close relationship with your investment manager so you don't have to repeat yourself

The basics

If you're unfamiliar with wealth management you can find out more here. Whether it's reading our top tips for retirement planning or learning about fixed income investing, we hope you find this section useful.

If there's a particular subject we haven't yet covered which you'd like to find out more about, please contact us.


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Case studies for new investors

Receipt of a lump sum

Suddenly and unexpectedly coming into a large sum of money can change your circumstances considerably, and you may need financial planning to make the most of it.

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Exit planning

We can provide strategic advice and suggest practical ways to manage your wealth before, during and after the sale of your business.

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Take control after divorce

We understand that this is a difficult time and that financial considerations can add to the stress. We'll work with you to make sure you feel in control of your new circumstances.

Read more


During a time of great personal loss, sorting out your financial affairs is one of the toughest and most daunting tasks to undertake.

Read more

Look Forward

  • The changing face of retirement
  • Why you should care about care homes
  • Making allowances for IHT.

Let us contact you

If you would like help but you're unsure which of our team to contact, let us help. We can put you in touch with an expert that's ideally suited to your wealth management needs.

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How can we help?

If you would like to know how we can help with your investment, wealth management or financial planning needs, get in touch. We will be delighted to provide more details of our services.

IMPORTANT: Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.

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