How we approach Wealth & Financial Planning

We take an in-depth look at your business and personal financial needs. We use our expertise to create and implement a wealth management strategy that is unique to you and designed to help you grow, protect, and pass on your wealth in a tax efficient way.

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Creating a personal wealth plan

Your wealth needs to serve you differently at different stages of your life. Your Wealth Planner will take a detailed look at your business and family financial needs, then use their expertise to create and implement a wealth plan that will help you grow, protect, access, and pass on your wealth.

We use cashflow modelling to forecast your future finances, and to help you anticipate important life events, such as providing for your children, planning for your retirement, transferring your wealth, and legacy planning. We can visualise how events and scenarios may impact your lifestyle and options over time.

For more information, or to book an introductory meeting with a Wealth Planner, contact us at the link below.

Become a client

Wealth management strategies

To book a consultation with one of our qualified and experienced Wealth Planners to discuss your retirement plans, please contact us at the link below.

 

Get in touch

Wealth planning for business, for family, for life.

 

 

Wealth protection for you and your family

Financial certainty at an uncertain time can give you and your family one less thing to worry about. We want you to feel secure in the knowledge that you have the right contingency plans in place.

 

Saving for grandchildren

Whether you are a first-time grandparent, or have amassed a commotion of grandchildren, you may be thinking about how you can save or invest for your grandchildren to ensure they can access funds when you think they might benefit from them most.

 

Gifts and inheritance tax

Gifting can form a great part of your overall wealth planning strategy. By having the right plan in place and using the allowances and tax reliefs available, it is one way to maximise the inheritance you leave for your loved ones.

 

Empty nest

If your child is leaving home for the first – or the last – time, your family home will no doubt feel a little quieter. But with more time and potentially more disposable income, it might be time to put your needs first.

 

Raising financially fit kids

Money can be a tricky concept to explain. Raising children to understand the value of money, the benefits of spending, saving, investing and earning interest, and even borrowing, can seem like a daunting task. However, it’s (almost) never too young to start.

 

Business exit

Entrepreneurship is a rollercoaster ride. From start up through nurture, scale up and eventual exit, there are thrills and spills along the way, but with the right strategy in place, selling your business can be a hugely rewarding experience.

 

Retirement planning

Retirement means different things to different people. Whether you’re looking to continue to work in one capacity or another, embark on a new project or hang up the metaphorical suit for good, financial freedom allows you to choose the path you want to pursue.

 

Estate planning

Some people leave millions to hospitals, universities and other institutions so that their name can live on through “The Clifton Wing”. But for many of us, the idea of a legacy is more modest. It might be more about helping your grandchildren get their names on the deeds to their first home, rather than your name on a building.

 

Divorce

Getting divorced is rarely straightforward. Whether this is a positive step for you or a difficult change you need to adapt to slowly, we are here to help you think through the many financial considerations and decisions you will need to make.

Becoming a client

Take control of your finances today by completing our enquiry form. Alternatively, you can call us on the number below and one of our team will be more than happy to talk about your future.

+44 (0)20 7012 2500

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Investing for the long-term

Investment Management

Designed to meet your income and growth goals within an agreed level of risk, we consider all aspects of your life – from your personal aims and ambitions to those of your wider family; from your business goals, if appropriate, to the legacy you want to leave.

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DISCLAIMER

This content should be considered a marketing communication for the purposes of the Financial Conduct Authority rules. It has not been prepared in accordance with legal requirements designed to promote the independence of investment research, and it is not subject to any prohibition on dealing ahead of the dissemination of investment research. It is for information purposes only and does not constitute advice, a solicitation, recommendation or an offer to buy or sell any security or other investment or banking product or service. You should seek professional advice before making any investment decision. The value of investments and the income from them can fall and rise, and you could get back less than you invest. Past performance is not a reliable indicator of future results. Investment returns may increase or decrease as a result of currency fluctuations.

The contents are based on opinions or conditions as at the date of writing and may change without notice. To the extent permitted by law or regulation, no warranty of accuracy or completeness of this information is given and no liability is accepted for its use or reliance on it.