Wealth management advice

We understand that for many of our clients, their focus is not necessarily on retirement planning, but rather on wealth management in the here and now.

You may be building your wealth by progressing up the career ladder; perhaps you have sold a business, or you’ve inherited some assets or money and are now looking for some financial advice on how to use sustainable and ethical investments to drive your portfolio’s performance.

Investing your excess income and assets appropriately and through sustainable environmental, social and governance (ESG) investments can not only bolster your long-term financial security but also your social and environmental impact. However, aside from your longer-term needs, you will probably be looking at some significant expenditures, for example owning your first home, or upsizing to the next; starting a family or helping children with education costs or a property deposit. Either way, you will be needing financial advice on the best ways to invest, protect and grow your wealth in order to provide for your family, enjoy your chosen lifestyle and plan for the future and a sustainable retirement.

Our financial advisers are experts at identifying and prioritising what is important to you, balancing what you want to achieve in the short and long term, and delivering the best ways for you to achieve your goals. Our specialist financial advisers will help you achieve this using our sustainable approach to financial advice.

For more information on how we can advise and support you with your wealth management, please click on the links below.

Lifetime cash flow analysis

It’s important to understand your income and expenditure. Our financial advisers can help you plan for your future through a cash flow model.

School fees planning

Our financial advisers will identify the most effective strategy for you and your family, taking account of your personal circumstances and financial and investment goals.

Protecting what matters

Our financial planners help you identify an appropriate level of life cover, critical illness cover and income protection insurance to give you the protection you need, should the worst happen to you.

Tax planning

We’ll help you maximise tax efficiency by making use of available tax reliefs, allowances, tax wrappers and investment products.

Financial planning for divorce and separation

Our financial planners are experienced in dealing with the financial intricacies of divorce settlements and are highly qualified pension transfer specialists.