Investment & Wealth Advice

Achieve your full financial potential

HELPING TO SHAPE YOUR FINANCIAL FUTURE

Life is full of financial questions. We are here to support you by finding answers to provide a secure future for you and your family.

The Weatherbys Investment & Wealth Advice service examines all aspects of your financial life. Once we have understood your goals and looked at your current investments, we apply our three key areas of expertise: cash flow planning, structuring your affairs efficiently and investments.

HOW WILL WE WORK WITH YOU?

ENSURING SUFFICIENT CASH FLOW FOR LIFE

"How much money will I need to live to 100?"

Working out what you need to put aside for your core requirements is the first vital step towards financial peace of mind.

STRUCTURING YOUR AFFAIRS EFFICIENTLY

Are you paying unnecessary tax? Personal taxation is complex and often baffling. We help our clients navigate through the maze.

ADVISING YOU ON YOUR INVESTMENTS

As we are advisers as opposed to investment managers, we are free from any conflict of interest and can find the very best solution for your investment needs.

EXCEPTIONAL EXPERTISE

Behind the development and management of the Investment and Wealth Advice service sits an exceptionally well-qualified and experienced team.

Quentin Marshall

Quentin Marshall, Head of Private Banking, was Head of Advisory within the investments team at Coutts and deputy chairman of the Investment Strategy Committee, overseeing c. £30bn of assets.

Bridget Guerin

Bridget Guerin, Member of the Investment Committee, has spent 30 years in the UK Financial Services industry gaining detailed product knowledge of a wide range of investments and investment managers.

Nicholas Ryder

Before joining Weatherbys, Nicholas Ryder was a main board director of Cater Allen Holdings Plc where was in charge of offshore banking and large client relationships for 18 years.

John Butters

John Butters, Chief Investment Officer, was Head of Investment at Aspinalls Family Office. His book Rational Macro applies the philosophy and practices of modern science to the problem of market forecasting.

DOWNLOAD BROCHURE

If you are interested in finding out more about our services and how we can help you, you can contact us and download our Investment & Wealth Advice brochure by clicking here.

FIND OUT MORE

JOIN WEATHERBYS PRIVATE BANK

If you are looking to become a client of Weatherbys Private Bank, please click here to register your interest in our services.

BECOME A CLIENT

FOUR TIPS TO HELP YOUR FINANCES

May 2020
If you’ve had enough of physical decluttering, and your attic, shelves and cupboards are in apple pie order, now would be a good time to spring clean your financial and tax affairs. Here are four suggestions to get you started from Clare Munro, Senior Tax Advisor

WILL ECONOMIES RECOVER IN 2020?

May 2020
"In a world tired of austerity, economies could enjoy continued stimulus as governments spend to promote recovery." John Butters - Chief Investment Officer

THE IMPORTANCE OF CASH FLOW PLANNING

When it comes to planning for the future, most people tend to focus on one thing: building as much wealth as they can. This is vital, of course. If you want to meet your financial goals, then saving and investing wisely is absolutely fundamental.

The Weatherbys Investment & Wealth Advice service will help you build a cash flow plan to ensure sufficient income for life.

HOW TO RETIRE AT 60

February 2020
So, you want to retire at 60? David Stead, Senior Private banker, explains why you need a cashflow plan.
With the average lifespan lengthening and the age at which the state pension can be claimed rising slowly but steadily, retiring at the spritely age of 60 now seems achievable in a way that perhaps it didn’t a generation ago.

JOIN WEATHERBYS PRIVATE BANK

If you are looking to become a client of Weatherbys Private Bank, please click here to register your interest in our services.

BECOME A CLIENT

OUR FEES ARE FULLY TRANSPARENT

Our charges are the same regardless of the investment approach you decide to take, with no hidden commissions or fees.

Most other wealth management organisations charge for planning based on annual percentage fees. However, after the initial planning period, you may not need planning advice for some time. We only provide and charge for this when it is required.

For advice on investments we charge:
• 0.60% on the first £1 million
• 0.45% on the next £2 million
• 0.30% on the next £2 million
• 0.15% on the balance above £5m

For advice on financial planning we charge:
• £275 per hour for a financial planning professional
• £125 per hour for administration

If you do not require financial planning or advice about your wider financial affairs, then we are happy to offer “focused” investment advice. In this case, the annual minimum fee is £2,500 and the hourly rates do not apply.

EVERYTHING IN ONE PLACE

Click here to download a useful document that allows you to capture all of your financial and personal information, for use in case of an emergency.

DOWNLOAD

ADDITIONAL SERVICES

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

OUR SERVICES

Past performance is not a guide to future performance. The value of an investment and its income can both increase and decrease and you may not get back the full amount originally invested. The value of overseas investments will be influenced by the rate of exchange.