Delivering effective wealth management solutions by combining modern technology and systems with our highly personalised and traditional approach to client service.

Wealth Management

Our Wealth Management Department benefits from a small but highly experienced team that has over 60 years of relevant experience in the financial services industry.

Our Approach

We follow a simple six step, proven approach for all of our clients:-

1:
Establish

Establish Goals and Objectives

2:
Assess

Asses the Current Situation

3:
Research

Analyse the Information Collated

4:
Formulate

Agree a Bespoke Plan of Action

5:
Implement

Deliver the Plan as Effectively as Possible

6:
Review

Review as Frequently as is Necessary

Services

Working closely with our clients, we will identify the most appropriate solutions, products and services best suited to their needs and develop an integrated plan covering all of the relevant financial areas.

Through many years of experience we have built expertise on a wide range of services spanning the requirements our clients have at different stages of their lives and in various circumstances.

The services that are relevant to our clients’ requirements are integrated into the plans that we develop for them following our initial discussions and when we have a full picture of their objectives.

Key services areas include:

Security

Life Assurance

Critical Illness Cover

Income Protection

Wealth Creation

Regular Savings and ISAs

School Fees Planning

Investing for Income

Investing for Capital Growth

Wealth Management

Estate planning, Wills and IHT mitigation

Retirement planning

Employer/ee retirement benefits

Professional clients fixed interest advisory management

Execution-only dealing service for fixed interest securities

A FREE Initial Consultation is available with all of our services.

Our Client Management Ethos

Choosing a financial partner is one of the most important decisions you will ever make. Many people do not have significant knowledge of financial products and are concerned about asking questions. 

Your Questions are Important

We encourage our clients asking us questions and we consider them a hugely important part of us getting to know each other and finding the most appropriate solutions. Our planning process enables us to build the right plan for our clients.

Detailed Planning and Regular Review

Once our clients agree their bespoke plan and we implement it, a key part of reaching their financial goals is undertaking regular reviews to ensure that their plan remains relevant to them. Jointly, we carefully consider the potential impact of any changes in our clients’ circumstances and/or in the marketplace and then modify their plan accordingly.

Uniquely Positioned

As part of a multi-discipline law firm, we are therefore able to offer additional expertise from within our legal team to assist with achieving many of your lifetime objectives. 

The ongoing advice service is paid through a fee arrangement that can include:

A complete periodic review of your financial plan.
Telephone and email access to any member of the team.

Completely Independent

We have no ties to fund managers, banks or insurance companies and we are able to deliver an investment management service that is whole of market.

Risk Profiling Tools

Our risk profiling tools have been designed to assess your attitude to risk and capacity for loss and are linked to appropriate asset allocation facilities.

Simple and Transparent Fees

We operate a simple and transparent charging structure that will be agreed at the outset.

We look forward to working with you!

Contact

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