Wealth Management

By taking a 360° review of your finances we can help you plan effectively to meet your medium and longer-term financial goals.  For instance, we can advise you on your Inheritance Tax position and how to reduce the financial burden your family might face in the future, and explain how legal arrangements such as trusts can help transfer wealth to future generations.  In addition, we assist businesses with their succession planning, helping to ensure that when transition comes it does so smoothly and effectively.

The value of pensions and investments and the income they produce can fall as well as rise.  You may get back less than you invested.

If you decide to work with us, what you’ll receive is a tailored proposal based on a thorough understanding of your personal circumstances and your short and longer-term financial needs.

To find out more, why not contact us for a confidential discussion of your financial requirements?

The Financial Conduct Authority does not regulate Inheritance Tax Planning and Trusts.