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.

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.

Lifetime Allowance - your options if your pension is close to the limit

We have had 15 years to get used to the pension lifetime allowance, or LTA, but the possibility of a scary 55% tax charge on ‘excess’ lump sum pension savings still inspires confusion and anxiety in equal measure. The following short Q&A lifts the lid on an allowance that is increasingly becoming relevant for many pension savers.

SPOTLIGHT ON: INHERITANCE TAX

No two families are the same and conversations around wealth transfer are often emotionally complex. Therefore a strong succession and Inheritance Tax plan is necessary to help navigate family dynamics and lay the foundations for generations to come.
Download our latest in-depth report to discover 10 ways to reduce your inheritance tax bill.

FIVE REASONS WHY FINANCIAL ADVICE MATTERS

Uncertainty is very much back on the agenda, and yet the effect of Covid-19 on the economy and businesses is not the only challenge that lies ahead. When it comes to your finances, going it alone can be difficult.
Bertie de Klee, Private Banker, shares five strategies to navigate your finances through the coming months.

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.

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

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

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.

ADDITIONAL SERVICES

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

OUR SERVICES