Our Wealth Management service is designed for private clients (individuals, couples and families), companies and organisations. It enables them to:

• create, enhance and preserve wealth
• use that wealth to achieve goals more effectively

We take the following initial steps:

1. Assessing the categories of wealth you already have
2. In depth goal planning
3. Understanding your attitude to risk to help us to deliver a solution within your risk profile

We then use lifetime cash flow planning to:

• ascertain whether your wealth will allow you to achieve your goals
• highlight planning areas that need addressing
• propose changes to ensure you do not run out of wealth during your lifetime

We do not operate an in-house discretionary management service. As independent practitioners we are able to offer a much more varied asset management service.

Part of wealth management may well include us providing some form of investment advice.

To contact us please click here