Wealth Planning

Our Wealth Planning team offers independent, whole of market, advice.

We act on behalf of private individuals, businesses and companies, trusts and charities, providing a bespoke plan to help you achieve your goals and objectives.

We believe that each client’s goals and objectives are individual and are likely to change over the course of time. Your plan should be individually tailored to your specific circumstances and objectives, and should be reviewed and developed on an ongoing basis.

Each plan we prepare will generally cover the 3 P’s:

PROMOTE YOUR WEALTH

To increase your wealth in line with your objectives to provide income, capital growth or a mixture of capital growth and income.

PROTECT YOUR WEALTH

To shelter your wealth from tax liabilities by using tax-efficient structures and other legal routes such as Trusts.

PASS ON YOUR WEALTH

To help plan for your wealth to pass on to the next generation or your chosen beneficiaries.