Personal Wealth Management

Helping you live the life you wish to live

Our experienced team of Wealth Managers are supported by paraplanning and investments specialists with the expertise to cover all aspects of your financial planning. Our aim is to grow your wealth over time with a keen eye on minimising losses in times of market stress.  We can help with retirement income plans, and have an in-house team of pension transfer specialists.

Our robust, well-researched investment process includes model and bespoke portfolios to meet your different attitudes to investment risk.  We take great care in ensuring that each portfolio meets your individual interests and requirements and is monitored on a regular basis to reflect your changing needs and circumstances.

Our service is totally client-focused. We combine intelligent financial planning with discretionary investment management and can work closely with your accountancy and legal advisers to deliver an integrated approach including taxation, estate planning and much more.

We guarantee that your financial security is our primary concern and that you will be looked after and kept fully informed at all times of changing economic circumstances, taxation changes and investment opportunities. We take proactive decisions on your behalf and we take the responsibility, giving you complete peace of mind to get on with the rest of your life without worry.

Impartiality and accountability builds the trust on which our excellent reputation has been built.

Your Wealth

Your wealth is important to you, we can help you manage, grow and secure your wealth with our long-term approach.

Ongoing Support

Once your plan has been agreed, we provide comprehensive levels of ongoing support.

Working With You

We take a caring approach to your personal needs and requirements with our tailored service.

Our Team Approach

Our team of Wealth Managers deliver unrivalled financial planning and management.