Our financial planning service - helping you and your family create, protect and enjoy wealth.

Our dedicated team of financial planners work with clients just like you, to help you develop your own financial plan tailored to help achieve the goals of you and your family and to enjoy life.

Wealth advisory for families

Our clients generally come to us because they are going through a life-changing period or event and need professional help with their planning.

You may be generating wealth, realising wealth, receiving an inheritance or be a lottery winner. Whatever your specific circumstances, you may find your current position brings opportunity, uncertainty or challenge and you have a need for professionals to help you plan the way forward.

Wealth advisory for businesses

Businesses vary from the traditional owner-managed business to listed companies.

For owner-managed businesses, typically the value of your business is a significant part of your overall wealth and helping grow and protect that value is essential for you as an owner and your family.

For larger corporates, along with helping the company’s board in protecting value, a key service we provide is to the executives at board level where remuneration and reward structures can be complex and there is a need for specialist financial planning to help you understand what this means for you and your family’s futures.

Wealth advisory for trusts

Many of our clients have established trusts to protect and preserve wealth for future generations. We provide advice on establishing and using trusts as part of a wider financial planning strategy. In order to do this, we work closely with fellow professionals including solicitors and our tax advisers in the private client team.

Trusts can be complex, with legal requirements placed on the Trustees. The Trustee investment Act 2000 sets out the responsibility the Trustees have as custodians of the assets.

We work closely with Trustees to successfully navigate their way through this to develop investment strategies to satisfy their obligations and successfully meet the future needs of the beneficiaries.

Whilst the area of trusts may be complex, they often bring real value to financial plans and with our help they can be easy to manage.

Head of Wealth Advisory Neil Messenger

+44 (0)114 262 9712

Find out more

Chartered Insurance Institute

We have been awarded chartered status by the Chartered Insurance Institute, which recognises our commitment to professionalism and excellence. We believe this to be an important point to consider when choosing an adviser.

Chartered Financial Planners 

We are proud to have been awarded the prestigious title of Chartered Financial Planners by the Chartered Insurance Institute. This title is only awarded to firms that are committed to developing and maintaining the knowledge and capability of their people so they can deliver the highest quality advice. As a chartered firm, we must follow a demanding code of ethical practice. This means we work in a principled manner that places your interests at the heart of the advice we give.

Personal Finance Portal

Our online client portal gives you a complete picture of your finances, including:

  • Values of all your plans and assets in one place
  • Secure online document storage allowing us to share important documents with you
  • A secure messaging service so you can easily get in touch with us

Log in to our Personal Finance Portal