Switch location / audience type

This content is not available based on your location and audience type.

You currently have access to view the Uk website for Independent Financial Advisers (IFAs).

If this does not apply to you, go back to our homepage.

Select a location
Select an audience type

Let us know who you are so we can optimise your experience.

Please select your audience type

This includes trust companies, fiduciaries, insurance companies, Wealth Advisers and other professionals.

Important information

You are about to enter our website for professionals. If you would like to return to our main website, go back to our homepage.

Please read the terms and conditions before proceeding.

Please note these are subject to change at any time.

The information in this area of the website is aimed at financial advisers, corporate service providers, wealth advisers, and legal and accountancy professionals. It is not intended for direct use by private investors or onward distribution to retail clients or the general public. Please visit our homepage for information and resources for private clients.

The website is for information purposes only and is not to be construed as a solicitation or an offer to purchase or sell investments or related financial instruments.

I confirm that I am one of the categories of professional mentioned above, and that where applicable I am authorised and regulated by the Financial Conduct Authority or equivalent regulated body given my jurisdiction, location, and profession. I have read and understood the legal information and risk warnings.

By clicking the 'Accept' button, you agree to abide by the terms and conditions listed below.

Skip to main content
UK
  • Home
  • Wealth planning

Wealth planning

Our wealth planners can help you plan your future today

What exactly is wealth planning? Wealth planning involves advising you on how to structure your wealth in order to help protect it, grow it, and ultimately pass it on to your family and loved ones.

Our wealth planners operate independently with no ties to any financial product or service, not even our own. This means your personal Wealth Planner can work with you in a clear, transparent partnership, giving you objective, comprehensive financial advice wherever you are in life.

How our wealth planning service works

  1. Your personal Wealth Planner will look at your current circumstances including any business interests and your future financial needs.
  2. Your personal Wealth Planner will draw on their expertise and experience to devise a wealth planning strategy for you, with the aim of preserving, growing and passing on your wealth as tax efficiently as possible.
  3. Your personal Wealth Planner will regularly review your financial plan alongside your savings and investments to ensure they are working hard and harmoniously together, to achieve your objectives both now and in the future.

  

David Goodfellow, Head of UK Financial Planning and Min Saha, Investment Director explain how independent wealth planning can help you to achieve your long-term financial goals.

  

Speak to a personal Wealth Planner

To discuss your financial planning needs, book a complimentary, no-obligation consultation.

Request a consultation

Why choose our independent financial planning service?

  • Independent financial advice on how to structure your wealth to help meet your goals
  • Our wealth planners are not tied to any provider or products, not even our own
  • Fair and transparent fees agreed upfront with you
  • Financial planning experts with many years’ experience
  • Specialist advice including IHT, retirement and long-term care
  • Access to industry-leading tools, research and analysis

 

Independent wealth planning dedicated to you

No matter how complex your finances or personal situation, we have the expertise and market-leading tools at our disposal to provide you with sophisticated and forward-thinking advice, tailored precisely to your needs. For example:

In-depth review of your finances

A full review of your finances, leading to a personal wealth management plan.

Find out more

Plan your retirement

Bespoke planning, pension advice and cash flow modelling to help you achieve the retirement you want.

Find out more

Passing on family wealth

Expert advice on how to mitigate IHT and effectively transfer your wealth to the next generation.

Find out more

Planning for long-term care

Including the potential cost of care.

Find out more

Wealth planning for business owners

Specialist advice on protecting your business, retirement, employee benefits and selling or floating your business.

Find out more

Learn about wealth management

If you’re new to wealth management, read on to get you up to speed on how it can help you achieve your goals.

Find out more

Speak to a personal Wealth Planner

To discuss your financial planning needs, book a complimentary, no-obligation consultation.

Request a consultation

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.

The tax treatment of all investments depends upon individual circumstances and the levels and basis of taxation may change in the future. Investors should discuss their financial arrangements with their own tax adviser before investing.

New to wealth management?

If you’re new to wealth management, read on to get you up to speed on how it can help you achieve your goals.

  

Keeping you informed

Wealth planning: Care home costs are alarming. Are you really prepared?

Although we all know the cost of care in later life could be significant, few people realise the true extent of care home costs, nor do they adequately plan how to pay for them. Having a comprehensive wealth strategy in place can ensure you are financially prepared should you require long term care in the future.

Read more
10 steps to build your financial fitness

In order to meet your goals, both short- and long-term, you need to have a thorough understanding of your financial position, so that you can make the most of your money and create a comprehensive wealth plan for the future.

Read more

Investment news updates

See all blog posts

Some of our wealth planning experts

If you would like to know how our independent wealth planners can help, please get in touch. We would be delighted to provide more details of our services.

Photo of David Goodfellow

David Goodfellow

Head of UK Financial Planning

David specialises in financial planning and tax driven investment planning. He has over 15 years' experience in advising on and investing in VCTs, EISs and tax driven property structures. He is part of the CGWM Advice and Solutions Committee and a member of the Personal Finance Society and The Chartered Insurance Institute.


Avatar silhouette

Debbie Kay

Wealth Planning Director

Debbie provides high quality independent financial planning advice to high net worth individuals, families and trusts. She specialises in dealing with Private Office clients who typically have more complex affairs.This includes financial structuring, investment consulting, strategic asset allocation, appointment of discretionary investment managers, coordination of professional advisers, succession planning, philanthropy and charitable giving.


LinkedIn
Avatar silhouette

David Rossell

Wealth Planning Director

David is a leading UK-based financial adviser. He has a sought after approach to wealth advice and has been helping clients for over 25 years.   

LinkedIn
Find out more about our expert team

Download our financial planning brochure

  • Find out why financial planning is so important
  • How it can help you to plan your future
  • Read more about our specialist services.
Download

 

How can we help?

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

Investment involves risk and you may not get back what you invest. It’s not suitable for everyone.

Investment involves risk and is not suitable for everyone.