WEALTH PLANNING ADVICE

Organising your affairs so that they are well managed and tax efficient




Our Wealth Planning specialists will work with your Private Banker to determine the right strategy for you.


This advice covers:

 

  • Pension rewviews and consolidation
  • Inheritance and income tax planning
  • Insurance and life assurance
  • Financial reviews to set out a future income and expenditure plan

Our advisers aim to give sensible, practical advice. We do not recommend complex structures, esoteric investments or agressive tax schemes.

Our clients can select the type of advice they need on an annual basis. We are happy for you to take wealth planning advice when you need it and “switch it off” when you do not.

INVESTMENT ADVICE

We can help you to decide the best approach with personal investment advice from our expert team

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ADDITIONAL SERVICES

We offer a range of highly bespoke financial services to meet the needs of our clients.

OUR SERVICES

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For more information about our Investments & Wealth Advice service, please contact our expert team