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Why choose our wealth planning service?

As independent wealth planners, we can work with you in a clear, transparent partnership, and offer you objective, comprehensive advice.

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.

Your personal wealth adviser will consider your finances as a whole to ensure your plans, savings and investments are working hard, and harmoniously together, to achieve your objectives both now and in the future.

When you choose our discretionary investment management service, your Wealth Planner and your Investment Manager will work closely together in your best interests, keeping you regularly updated on progress.

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.

Independent wealth planners

  • Independent advice on how best to structure your wealth to meet your goals
  • No ties to any provider or products, not even our own
  • Fair and transparent fees agreed upfront with you
  • Industry experts with many years’ experience
  • Specialist planning advice including IHT, retirement and long-term care
  • Access to industry-leading tools, research and analysis

Get in touch to arrange a no-obligation initial consultation with an independent wealth planner. 

 

Ready to secure your financial future?

Book a complimentary wealth consultation today.

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Retirement planning

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

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Inheritance tax services

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

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Long-term care planning

Holistic advice on achieving the right financial plan to see you comfortably through the rest of your life.

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Services for business owners

Specialist advice on business protection, retirement, employee benefits and the sale or flotation of a business.

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Comprehensive wealth planning

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

 

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Wealth management explained

If you’re new to the idea of wealth management, we’re here to get you up to speed on how it can help you achieve your goals.

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Wealth planning post-COVID-19

The impact of COVID-19 will be felt for years to come. Read our guide on how and why your plans may need to adjust to protect your financial future. 

 

Keeping you informed

Transferring wealth to the next generation – what to consider

How do you want your children or favourite cause to benefit from your wealth? How can you ensure your wishes will be fulfilled? Even if you have plans in place, are your heirs prepared? Here we explore how you can make sure your money is transferred to the next generation as you would wish.

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How can tax planning ensure you make best use of your pension annual allowance?

If you are planning your retirement, it is important to understand the amount you can put into your pension each year in order to gain valuable tax relief, known as the ‘annual allowance’. 

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Calculating inheritance tax with our simple IHT calculator

When you die your inheritance tax (IHT) is charged at a rate of 40% on the value of your estate over and above the nil-rate band of £325,00

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Investment news update

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Some of our wealth planning experts

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

Photo of Mike Ferrington

Mike Ferrington

Senior Wealth Adviser

Areas of expertise:

Tax-efficient investment structuring, pensions and retirement planning, inheritance tax

Photo of David Goodfellow

David Goodfellow

Head of UK Financial Planning

Avatar silhouette

Nicholas Michell

Wealth Adviser

Areas of expertise:

Pensions and retirement planning, tax planning, life insurance and estate planning.

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.
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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.

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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