Plan for tomorrow; live for today

Wealth planning is about understanding what is important to you and balancing your needs today with your aspirations for tomorrow. By creating a plan designed to address your needs, which also provides enough flexibility to adapt to changing circumstances, we want you to feel in control of your financial future.

 

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Our philosophy is simple – we start with understanding our client’s circumstances and objectives. So many other Wealth Managers miss this point, and try and “sell” investment solutions to clients to meet their short term business targets. We always take a long term relationship approach. Our clients are at the heart of everything we do. We want our clients to feel understood. We work very hard at listening.

–Steve Pennington, Head of Wealth Planning
Plan for tomorrow; live for today.

How we work with you

Once we understand your needs, we help you build a plan to serve you and your wealth throughout the various stages of your life. Your professional wealth planner will take a detailed look at your specific business, family, and lifestyle financial needs to understand what you really want to achieve. Your wealth planner will draw on their expertise and experience to design and implement a structured but versatile 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 retirement, gifting and legacy planning. We work with you to identify and understand your key personal milestones. We can then visualise how events and scenarios may impact your lifestyle and options over time.


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

Enquiry Form

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Our clients typically lodge assets with us or borrow from us over £500,000. This level qualifies clients to enjoy banking services at Arbuthnot Latham without fees.

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Our clients value a highly personal relationship banking service. Commercial customers are usually running businesses with a turnover of greater than £1m per annum.

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What we offer

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.

Are we the bank for you?

Find out how we can help you make the most of tomorrow by planning today.

Find out more
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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.