Services

Our range of services span all aspects of financial planning, wealth management and Private Banking. Whether you have a lump sum to invest, want to protect your income or your family, plan for an early retirement or manage Trust assets we're here to help. Different services levels ensure you receive the right amount of attention and support throughout the advice process.

Private Client Service

For clients with substantial investments and complex financial affairs we provide a dedicated Private Client Service. Working with you and other trusted professionals we help you to manage and administer your wealth, across the generations, with access to a full suite of discretionary management and Private Banking services. Read more

Ongoing Financial Planning Service

Our Ongoing Financial Planning Service is for wealthy individuals seeking proactive advice, structured regular communications and an in-person review meeting. We adhere to our 6 step advice process and provide you with access to a sophisticated investment strategy, designed specifically to meet your particular needs and managed on a discretionary basis by one of our strategic partners.

We also offer the option of ad-hoc advice services
Lifetime mortgages and access to finance

Are you considering your mortgage or equity release (lifetime mortgage) options? We can introduce you to an advisor within our professional network for advice on a full range of mortgage advice services. From sourcing the most cost competitive solution, to arranging it on your behalf, a specialist consultant can help.

We provide advice on:
  • Savings and Investment
  • Income Protection
  • Life Assurance
  • Planning for Retirement
  • Inheritance Tax Planning
  • Long Term Care
  • Corporate Pensions
  • Charitable Giving
  • Trust Review Service

We are proud Private Client multi-award winners.

The Financial Conduct Authority does not regulate taxation and trust advice. For more information please visit the FCA website.
To understand the features and risks of an Equity Release Scheme ask for a personalised illustration.

The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on the FOS website

Our Partners