It's good to gift, but be aware of the tax traps
Gifting can be a great way of passing on wealth to your loved ones as well as reducing the value of your estate for Inheritance Tax (IHT) purposes and general estate planning.
Financial planning
“What if my future is about more than just finances?”
We are an award-winning, independent financial advice firm offering bespoke financial planning, investment and personal tax advice to High Net Worth Individuals and their families, Business Owners, c-suite professionals, Trustees and Executors.
For us it’s not about a one-off transaction, it’s about building a strong and lasting relationship through generations.
Book a complimentary meeting with one of our advisers today
Our services
- Retirement planning
- Pension planning
- Succession planning
- Divorce services
- Personal cashflow planning
- Investments and asset management
- Tax-efficient wealth management
What is financial planning?
Financial planning is the process of identifying your long-term financial objectives, assessing your current position, and then establishing a strategy to get you there.
It is not a process that should jump to financial products or investment strategies but should combine in-depth conversations about your objectives and preferences with a wide knowledge of the tax, financial and investment landscape.
You should feel confident of your long-term financial position and what actions you need to take, whilst also being clear on the ongoing risks and how these can be managed.
Through our ongoing advice service, we then aim to monitor our clients’ strategies over time and adjust them according to changes in personal circumstances, legislation and economic factors.
We take pride in assisting our clients throughout the different stages of life in meeting their financial objectives and delivering the financial outcomes they are seeking.
How we support our clients
- Asset structuring and tax efficiencies
- Retirement planning
- Pension planning
- Investment advice and management
- Philanthropic planning
- Protection and life insurance
- Inheritance tax and estate planning
- Business sale and exit planning
Specialist services
- Divorce
- Later life
- Medical professionals
How we’ve helped our clients
"They are already retained to advise our business so it made sense for them to advise on our wealth, inheritance tax planning, financial advice around pensions and personal tax. Laura now looks after the financial advice and interface with my SIPP provider. Laura is an excellent listener and is able to quickly appreciate all the areas of our business and personal lives which need guidance/rectification. She is able to explain the options which makes it easy for us to make decisions. She is able to give assurance and support even when there are tough choices to make." VouchedFor Feedback |
"Natalie’s support has meant the world to us. She has helped us with decisions on retirement planning, investments after the sale of my husband’s business and tax laws. She has always taken into account our short-and long-term goals, such as planned expenditure and saving for retirement through investments." VouchedFor Feedback |
Why choose us
Our private client team is expert, personable and highly qualified. The majority of our financial planners hold either the Certified Financial Planner (CFP) status, an internationally recognised advanced financial planning qualification or are Chartered Financial Planners, the premier qualification for financial advice professionals.
Their skills and expertise are consistently endorsed by client feedback. On VouchedFor, the UK’s leading review site for financial advisors, their average combined score is 4.8 out of 5.
Award-winning financial planning advice
We have been named the second-best advice firm in the FT Adviser's Top 100 list for 2023, Money Marketing’s Advice Firm of the Year 2023, STEP's Accountancy Team of the Year at the 2022 Private Client Awards, and have been awarded the Citywire New Model Advisor award for National Financial Planning Team of the Year for the fourth year. We have also held the Gold Standard Award for Independent Financial Advice for over 10 years.
Get in touch
If you would like to know more about how we can help you manage, plan or invest for your future, please get in touch.
The economy & your investments
Join our Chief Economist and Chief Investment Officer as they discuss the global economy, inflation, interest rates, and the investment landscape.
Navigating wealth through the generations
For over a decade, we’ve supported entrepreneur Amanda Dagg with multi-generational financial planning that embraces her ambitions in enterprise, enables her interests and protects the prosperity of her family.
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