Wealth Management
We understand that managing your wealth goes beyond finances. It’s about securing your future and achieving the goals that matter most to you. Our wealth management services are designed to help you grow, protect, and optimise your assets with a strategy tailored to your unique circumstances and aspirations.
As independent financial advisers, we provide access to a diverse range of investment options from across the market, ensuring that every recommendation is suited to your needs. Whether you’re planning for retirement, seeking to grow your portfolio, or ensuring a smooth transfer of wealth to your next-of-kin, our team offers expert guidance at every stage.
We take a holistic approach to wealth management, considering every aspect of your financial picture. Taking a complete view of your investments, pensions, protection, tax efficiency, and estate planning, we deliver strategies that align with your short-term objectives and long-term vision.
With our personalised service and commitment to excellence, we strive to simplify the labyrinth of wealth management while maximising your opportunities. Allow us to help you take control of your financial future with confidence and peace of mind.
What do we charge?
Transparency and fairness are at the core of our approach. We believe in building long-term relationships with our clients, enabling you to grow your wealth without the burden of excessive charges. That’s why we offer a free, no-obligation initial consultation to understand your needs and explore how we can help.
One-time initial fee of £1500
For preparing your financial plan and arranging your investments we charge a one-time initial fee of £1,500.
0.5% of assets under management
For ongoing management of your investments, we charge of 0.5% of assets under management.