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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. 

 

Speak to one of our investment experts

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

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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

Should you be thinking about investing your lockdown savings?

Did you save money during the COVID-19 pandemic? In this article we consider what you could do with your extra cash. 

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What to ask if you want to protect your cash from inflation

With inflation creeping up and interest rates at a low, the real value of cash is falling. Read our five questions to ask to protect your cash from inflation.

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What is the right amount to keep in savings?

If you have decided to invest some of your savings in a diversified investment portfolio to protect your wealth from inflation, you may be wondering how much to invest and how much to keep in cash. We have some key points to consider when making your decision.

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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.

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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.


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Nicholas Michell

Wealth Adviser

Nicholas is responsible for helping clients to navigate the often complicated arena of personal financial planning; an area that is forever shifting with political winds and new budgets. One of his crucial functions is to help clients plan the long-term financial dimension of their lives in order to ensure that they have access to the necessary income and capital to achieve their objectives at the time they wish.   


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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.   

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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.