Why you might need wealth protection?

  • Financial security: Wealth protection provides a safety net that ensures financial stability for you, your loved ones, and your business in times of uncertainty.
  • Minimises risk: Life is unpredictable, and personal and business protection help mitigate various risks that could jeopardise your financial wellbeing or the continuity of your business.
  • Replace lost income: In the event of critical illness, death, or other unforeseen circumstances, protection cover can ensure you are able to maintain your standard of living, meet your financial obligations, and safeguard your business’s future.
  • Peace of mind: The reassurance that you, your family, and your business are protected against unforeseen circumstances can allow you to focus on other aspects of life with confidence.

Wealth protection solutions to consider

There are a wide range of solutions to protect you. Here is an overview to the different types of personal wealth protection.

How we could help

Our Wealth Planning team will work with you to find the right solutions to meet needs – drawing on solutions from across the market.

1

Explore your needs and goals

We get to know you, understand your family circumstances, financial needs, and the unique requirements of your business.

2

Discuss risks and implications

We work with you to identify any potential risks, shortfalls, or vulnerabilities, both in your personal finances and within your business, and discuss the implications of these risks.

3

Present your advice

We recommend the most suitable level of protection to ensure that your family and your business remain financially secure, whatever the future holds.

4

Implement agreed plan

Once we have agreed on the right protection and levels of cover for both your personal and/or business needs, we put your plan into action to support your goals.

5

Review your plan

As life and business circumstances change, we are available on request to reassess your protection plan, ensuring it evolves with your changing personal and business needs.

Personal protection

An introduction to the importance of protecting your wealth through various life stages and circumstances.

Find out how you can ensure the financial security for you and your family.

Download the brochure

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Business protection

This guide will help you identify the risks your business may face and explore the common protection options designed to offer support and assurance for your key people.

Download the brochure

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Protection quiz

Are you prepared for what the future holds?

Take our five-question quiz to find out if you are financially ready and future-proofed for whatever the future brings.

Take the quiz

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Becoming a client

We welcome private clients who are looking to open a deposit or investment account with £750,000+ or have a borrowing need of £750,000+. Unfortunately, if you are not depositing, investing, or borrowing £750,000 or more, we are unable to support you at this time.

To enquire about becoming a client please complete our enquiry form.

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Commercial questions

Is your business registered in the UK?

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To join Arbuthnot Latham, new commercial clients need to bring +£500K of deposits or +£1m borrowing. Do you meet this criteria?

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Thank you for your interest in joining Arbuthnot Latham.

Based on your responses, our commercial services are not the right fit for your current business needs. If your circumstances change, please do get in touch.

You may be interested in related services offered by Arbuthnot Latham:

Funding to manage cash flow and access the right assets.

  • Lending from £25,000
  • Available for SMEs and independent finance houses
  • Unregulated lending

Lending solutions, plus cash flow loans for mergers and acquisitions, growth and refinancing.

  • Lending from £1m
  • Available for business-to business SMEs and mid-market corporates
  • Unregulated lending

Tailored lending, contract hire, rental and finance packages serving the manufacturing, commercial vehicle, bus and coach sectors.

  • Lending from £25,000
  • Available for corporate entities
  • Unregulated lending

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Based on your information, we may be able to help. Continue completing this form to request a call back, or call +44 (0)20 7012 2500.

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Private questions

New Arbuthnot Latham clients are required to bring at least £750,000 in deposits, investments or borrowing. Are you looking to deposit, borrow or invest a minimum of £750,000?

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Thank you for your interest in joining Arbuthnot Latham.

Based on your responses, our services are not the right fit for you at this time. If your circumstances change, please do get in touch.

You may be interested in related services offered by Arbuthnot Latham:

A range of fixed term deposit accounts to help you achieve your financial goals in a secure, low-risk way.

  • Deposit between £10,000 and £250,000
  • No fees
  • Protected by the Financial Services Compensation Scheme

A form of finance which allows you to spread the cost of the asset over time; often used to finance luxury, classic or super cars.

  • Lending from £25,000
  • Unregulated lending

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Private - International questions

Are you a UK passport holder?

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Are you a UK resident?

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Thank you for your interest in joining Arbuthnot Latham.

Based on your responses, our services are not the right fit for you at this time. If your circumstances change, please do get in touch.

You may be interested in related services offered by Arbuthnot Latham:

A range of fixed term deposit accounts to help you achieve your financial goals in a secure, low-risk way.

  • Deposit between £10,000 and £250,000
  • No fees
  • Protected by the Financial Services Compensation Scheme

A form of finance which allows you to spread the cost of the asset over time; often used to finance luxury, classic or super cars.

  • Lending from £25,000
  • Unregulated lending

This is required

Based on your information, we may be able to help. Continue completing this form to request a call back, or call +44 (0)20 7012 2500.

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