We take special care in meeting the financial needs of people who have created significant wealth for themselves and their family over the years, both in capital and investments, or who earn higher incomes. This type of client is often referred to as a ‘Private Client’.
Our Private Clients’ financial circumstances are often more complicated than most and attention to detail, as well as significant experience is required to build both trust and success.
For over 20 years we have helped our Private Clients to create a personal structured plan, designed specifically around their financial goals, circumstances and constraints to ensure they obtain the best possible returns on their money in relation to their tolerance to risk, whether clients want to grow their wealth or receive a regular income.
One of the most valuable services we provide is to analyse any current investment portfolio against stated objectives and we often find that we can help mitigate income, capital gains and inheritance tax within the parameters of their individual circumstances.
We also place a strong emphasis on estate and trust planning* and in particular ensuring, as far as possible, individuals’ assets are protected against third party claims.
*Trusts are not regulated by the Financial Conduct Authority.