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Manage your wealth

Expert help with financial, tax, trust and estate planning.

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5 Star Rating

From Defaqto*

1972

Supporting clients for 50 years

90+

Expert advisers nationwide

What is wealth management?

Some call it financial or estate planning. For us, it’s a multitude of things related to managing your wealth for you and those that matter most to you. Because it’s such an important and complex area, we’ve brought together financial, investment, legal, accountancy and tax expertise under one roof.

One team working for you to help maximise your wealth, and your peace of mind.

How our wealth management service works

Step one
Book a free call with a wealth and tax management expert to find out more about how our services can support your unique needs. From planning your retirement to building a financial plan for your future, to wills, trusts and tax return – our personal wealth managers can help.
Step two
If you decide to go ahead, your adviser will recommend the approach to help you achieve your goals, set everything up and manage things for you. Giving you peace of mind that you’ve planned ahead and can enjoy life.

Tyrone Samsonroy

Financial Planning Director

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Book a call with an advisor

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Our clients rate the call 4.5 starts out of 5

What you get with our expert advice

  • Financial planning
    To help you build an overall financial plan for your future.
  • Investment management
    To make sure you have the right investment strategy for your plan.
  • Tax planning
    To help you make the most of allowances, and make sure you're saving and investing tax efficiently.
  • Powers of attorney
    To make sure the right people make decisions for you if you're not able to. 
  • Trusts and philanthropy
    To help you control and share your wealth.
  • Inheritance tax planning, wills and nominations
    To help you efficiently and effectively pass on your wealth to your loved ones. 
adviser speaking to customer

Support and advice from our UK team

We have over 90 of the finest financial professionals invested in your future. Get quality financial planning support and personal wealth management advice throughout the UK - online, by phone or video call, or face to face.

What you pay and when

We’ll always be completely open and clear about what you’ll pay. Your first call and initial adviser consultation are always free. What you pay is based on the services you need. And you won’t pay anything until you’ve seen and agreed the fee for the services you want.
Find out more
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Free initial consultation

Your first call and initial consultation are always free.

flexible
Tailored services

One size doesn't fit all - you pick services to meet your needs.

price tag
No hidden fees

What you pay is based on the services you need, no extras.

Here's what some of our clients have to say

Exceptional care

"Exceptional care both to explain the many financial considerations and to match them with our specific personal circumstances and plans."

Listened and understood

"Really took the time to listen and understand one's circumstances and life goals before offering guidance."

Matched expectations

"You have matched with patience, clarity, creative thinking, accuracy and innovation our high expectations."
*From independent ratings agency Defaqto for the service, digital content and support we offer our clients. Rated in 2022.