Our Wealth Planning Service helps you develop a strategy to meet your financial ambitions, ensuring your assets are geared for growth over the long term.
We all have ambitions – for ourselves, our families, and for the type of legacy we want to leave behind. And often, those ambitions are achievable – if we receive the right advice at the right time.
This is where our Wealth Planning Service comes in. Whether you need to make the most of the money you have today, or are planning for life after work, we can work with you to help you reach your financial ambitions.
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What is Wealth Planning?
Wealth planning is about much more than managing money well. Paying off debt, building up cash savings and setting up a pension are all smart financial steps to take, but there are many more moments throughout life that could benefit from wealth planning expertise.
Our focus is on putting money in the right places, so your wealth grows as you do. Whether you need to save, invest, or both to meet your financial ambitions, our Wealth Planning Service offers professional advice that can save you time and worry – now and in the future.
Who can benefit from Wealth Planning?
Wealth planning expertise can help most people, and the earlier you can start planning, the more flexibility you have.
For illustration purposes only
The animation above illustrates the potential for income growth through efficient financial structuring and a balanced or growth-focused approach to investing. The actual figures achieved will depend on individual circumstances
Helping every generation
From setting your children up for future success by ensuring they can attend the best education, through to providing for them later in life by working out the best ways to mitigate inheritance tax, our wealth planning team can help you navigate some of life’s most important moments.
Whatever you are working towards, our Wealth Planning Service can help every generation navigate how to meet their financial ambitions.
Capital at Risk
Past performance is not a reliable indicator of future results. Tax treatment depends on the individual circumstances of each client and may be subject to change in the future.
What our Wealth Planning clients say
What is our wealth planning process?
- 1 Conversation
- 2 Initial Analysis
- 3 Cashflow Modelling
- 4 Full Analysis
We ask some questions to learn more about you and your financial goals, and to understand how we can best support you.
We begin by assessing where you are today, against where you want to be, and work out a plan for how to get you there within a set timeframe.
We analyse your finances to see if you are on track to achieve your goals, including investments, retirement planning, financial protection and intergenerational estate planning.
We begin by assessing where you are today, against where you want to be, and work out a plan for how to get you there within a set timeframe.
We use a cashflow modelling tool to help answer important financial questions, such as when you can afford to retire or how much wealth you can pass on.
We begin by assessing where you are today, against where you want to be, and work out a plan for how to get you there within a set timeframe.
We provide a detailed report that highlights how to structure your existing financial arrangements, including new solutions to consider to make your ambitions a reality.
We begin by assessing where you are today, against where you want to be, and work out a plan for how to get you there within a set timeframe.
Recommendations underpinned by analysis and financial modelling
All recommendations are underpinned by comprehensive analysis and financial modelling to ensure you are making the most suitable decisions for how to manage your wealth.
Our commitment to you as a client is that we will partner with you to make a plan and help keep you on track to reaching your financial ambitions.
"We analyse your finances to see if you are on track to achieve your goals, including investments, retirement planning, financial protection and intergenerational estate planning."
Shaun Robson, Head of Wealth Planning
Only seeking investing services?
Whether you are looking to grow your personal pension or need expert advice to develop your portfolio, we can help with your investments.
What does our Wealth Planning Service cover?
While every plan is built based on an understanding of your unique needs, we usually assess the following six areas to ensure your wealth can be preserved, protected and positioned for growth.
Tax Efficient Investing
We help you make the most of tax wrappers to ensure you are taking home more of your money and investing it for greater returns over the long term.
Retirement Planning
We help you work out how to plan and save for retirement and identify just how much you need to save to be comfortable when you leave work.
Pension Advice
We help you to make the most of your personal pension to help you meet your financial ambitions for life after work.
Inheritance Tax and Estate Planning
Our Inheritance Tax and Estate Planning advice can help you understand how to manage your money well now, so you can leave a greater inheritance.
Lifetime cashflow forecasting
We analyse your cashflow to support you in planning your finances for now and to help meet your future goals, bringing your financial plan to life with a dynamic model.
Financial Protection
Whether you need to mitigate Inheritance Tax, ringfence assets in your Will, or implement life insurance cover, we help you identify how to protect and preserve wealth.
Wills, Estate Planning, Tax and Trusts Services
We offer a range of ancillary services that cover essential financial functions like acting as a trustee through to Will Writing and Inheritance Tax Planning.
Our Wealth Planning Resources
Browse our resource library
Need a personal wealth manager for all your assets and financial planning?
Our Family Office offer a wide range of personal and corporate services and can assist with personal wealth management when you need a trusted adviser.
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