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 and Wealth Advice service will help you by providing expert investment advice and financial planning.

Whether you’re new to investing or very experienced, you will find that our exceptional client service sets Weatherbys apart. Our clients know that our team always goes above and beyond to give them peace of mind

OUR HOLISTIC APPROACH TO INVESTMENT & WEALTH ADVICE


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’ll apply our three key areas of expertise: cash flow planning, structuring your affairs efficiently and investments

OUR THREE AREAS OF EXPERTISE


ENSURING SUFFICIENT CASH FLOW FOR LIFE


"How muh 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 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.

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.

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Cash Flow Planning

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.

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JOINING 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
• Our minimum annual fee is £1,500

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.

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.