- Home
- Wealth planning
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.
Speak to one of our investment experts
To discuss your investment needs, book a complimentary, no-obligation consultation.
Retirement planning
Bespoke planning, pension advice and cash flow modelling to achieve the retirement you want.
Inheritance tax services
Expert advice on how to mitigate IHT and effectively transfer wealth to the next generation.
Long-term care planning
Holistic advice on achieving the right financial plan to see you comfortably through the rest of your life.
Services for business owners
Specialist advice on business protection, retirement, employee benefits and the sale or flotation of a business.
Comprehensive wealth planning
A full review of your finances, leading to a personal wealth management plan.
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.
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
In this world of ours very little stands still. The same can be said for the pensions landscape. As high earners are faced with even more restrictions and potential pitfalls, it is vital to understand the rules and seek specialist wealth planning advice. Luckily, there are plenty of tax-efficient options available to high earners wanting to save for retirement.
Read morePension rule changes and financial planning might not be that exciting a topic – but, let’s face it, we are all mere mortals who are getting older and living older. This stark reality means we need to plan for a long retirement as effectively as we can. And we need to make sure our pension pots are as full of coin as they can possibly be. But how can we best plan for the future?
Read moreMany of our clients are entrepreneurs or are involved in a family business but we often find that they do not make a distinction between business and personal assets when it comes to wealth planning. Fortunately, there are many ways to safeguard your own and your business’ future security but getting the right advice is essential.
Read moreSome 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.
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.
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.