Services
Private client services
Comprehensive wealth planning that brings together specialist tax and financial advice tailored to your unique circumstances.
Protecting and growing your family's wealth for generations
Your financial goals are unique and will evolve over your lifetime. Whether you are growing your business, planning for retirement, or creating a legacy for your family, you need a clear and cohesive strategy. Our Private Client Services team provides bespoke, "joined-up" advice across the full scope of tax, financial planning, and wealth management to help you achieve your objectives. We bring all the specialists you need into one team, with one aim: securing your financial future.
Our integrated approach to your wealth
For individuals, families, business owners, and trustees with complex financial affairs, navigating the worlds of tax, investment, and estate planning can be a significant challenge. Our approach removes the complexity by providing a single, trusted point of contact backed by a multi-disciplinary team of experts. We listen to your aspirations and work with you to develop a holistic strategy that ensures every piece of your financial puzzle works in harmony.
Contact us
Get in touch with our tax team
Contact the teamWho we help
Our advice is personalised to meet the unique needs of our clients at every stage of their lives and business journeys.
- Families planning for the next generation
We work with multi-generational families to protect assets and preserve wealth. Our integrated estate planning and trust services provide peace of mind that your legacy will be passed on smoothly and tax-efficiently. - Business owners and entrepreneurs
From start-up to exit, we support business owners with tax-efficient structuring, cash extraction planning, and long-term wealth management to ensure the success of your business translates into personal financial security. - Trustees and professional deputies
We provide specialist financial planning, investment expertise, and trust accounting for trustees and professional deputies, helping you manage complex assets and meet your fiduciary responsibilities with confidence.
Get in touch
Get in touch to speak to one of our specialist advisers and explore how we can help you.
Find your local office
Visit your local office. To find your nearest office just enter your town or city below.
What our clients say
We're committed to delivering the best client experience. Hear from those who have worked with us and discover how we've helped them achieve their goals.
For the past 30 years Armstrong Watson have dealt with my annual Tax Return, provided personal investment advice including advice on Capital Gains Tax, Inheritance Tax, Trusts and other matters. Stephen Short and the team have always provided excellent service, and carry out work in an efficient and professional manner.
I'm very pleased, following a recommendation, that I changed my Accountants to Armstrong Watson and my profound thanks goes out to everyone at AW for all they have done during those 30+ years.
Richard Metcalfe-Gibson
Kendal
Let’s discuss what’s next for you, your family, or your business. Get in touch with our team today to arrange a no-obligation, confidential consultation to explore how our joined-up approach can help you achieve your financial goals.
