Our wealth managers can offer independent advice across the financial sector and will engage directly with you to ensure a sound financial strategy underpins any recommendations.
They will work with you on a comprehensive financial plan, revisiting it as your situation changes, so that your financial aims and future aspirations are always the focus of our advice.
We aim to reduce our clients’ exposure to financial risk following events such as death, critical illness and serious accidents, by arranging the necessary insurance. Our protection services include term assurance, critical illness, income protection policies and other inheritance tax solutions.
Protecting wealth and putting in place solid succession planning for future generations requires forward planning. Our expert advisers deal with estates of all sizes and they will help you to ensure that the right people benefit in the most tax-efficient manner possible. Needless to say, tax is an important part of the financial planning mix and our experienced team can provide fully customised strategies and methods to help mitigate your tax liability.
Our wealth managers also work in close connection with our investment managers for the ongoing organisation of our portfolios, to make decisions relating to asset allocation and regarding underlying investment choices.