Our joined-up approach means you’ll have access to specialist advice from experienced practitioners from across the business. Financial planning and cash flow forecasting can help you understand how much of your wealth you can afford to gift now. It’s important to take into account your current lifestyle and ensure you have enough for your future.
Our qualified team of professionals is at your service. When you speak to your representative, you know they’re on top of the issues that affect you.
A tailored solution
You will receive a personal service. We provide regular reviews and recommendations tailored to your needs.
Unique holistic financial plan
We consider your investments, tax and financial planning when drawing up your inheritance plan.
Drawing up a will
We’ll advise on drafting your will to ensure that your long-term wishes for succession are dealt with appropriately.
We can act as trustees or executors of a deceased person’s estate or advise trustees on fulfilling their duties.
We can take care of setting up and administering your plan.
The value of investments and the income from them can fall as well as rise and you may not receive back the original amount invested.
We can help you take care of your finances, and ensure you make the most of your money today with the support of our wealth management experts.