Manage and protect your wealth
When you decide to work with a Senior Partner from our Private Wealth team, you’ll find them to be disciplined, collaborative and visionary.
We will focus on four key areas to help you design the future you want:
1. Help protect your bloodline and plan your estate
‘I want to pass on what I want, when I want, to who I want.’
Families are more complex than ever before: people live longer, second marriages are commonplace, and blended families are on the increase. In planning your estate we’ll consider your family tree. We’ll be looking for opportunities to minimise your inheritance tax liability and protect gifts to your children and grandchildren. The establishment of a trust could be an effective way to deliver inheritance savings to both a surviving spouse and the next generation – while guaranteeing bloodline protection. Trusts may not be suitable for everyone; your Partner will analyse your individual circumstances and advise on the best solution for you.
2. Use cash-flow modeling to map your ambitions
‘I’d like to see how I could fund my goals, including retirement.’
Your Partner will use cash-flow modelling to help you see the potential consequences of any future decisions you might make. By using real figures and weighing up outcomes, this highly sophisticated forecasting tool is an immediate and exciting way for you to:
- prioritise your goals effectively;
- be realistic about timelines; and
- plan ahead with confidence.
3. Equip you to make informed and astute financial plans
‘I’d want a sound strategy in place.’
It’s one thing to employ a financial adviser. It’s quite another to work with a professional partner who regards you as exactly that – a partner. We believe the strategies your Private Wealth Partner proposes should be clear and easy to understand, even if some of the products that underpin them are complex.
4. Implement and invest in your best interests
‘I want the experts to choose the best mix of global investments.’
Our Investment Proposition Committee reviews the investment market regularly to select suitable solutions for our clients. We assess products and providers based on consistent performance, value for money and excellent levels of service. As a team you can trust us to select investments that work to meet your financial objectives.
Read what our clients have to say about working with us.
The Financial Conduct Authority does not regulate taxation and trust advice. The value of your investment can go down as well as up and you may not get back the full amount invested.