Private Client

Joined up financial planning, wealth management and tax advice

Your goals and objectives are likely to evolve over time, so your plans really do need to develop in tandem with them. Within our Private Client team, we have brought together our services and specialists to bring you the very best in bespoke, joined up advice across the full scope of tax, financial planning and wealth management advice.

Taken individually, these are services which you can get from a range of providers, but pulled together and provided by one team and a trusted brand, you can be sure that the advice you receive is dovetailed into one overall strategy with one aim in mind; achieving your goals.

Tax Planning and Compliance

The completion of your annual tax returns in a timely manner is the foundation of your tax affairs; ensuring you meet your statutory obligations. We understand that private clients need much more than this. We have a dedicated team of tax consultants who will listen to your aspirations and help steer you through all the relevant issues. Drawing together all the other aspects of our private client service, they will help you find the best solution.

Financial Planning and Wealth Management

Our independent financial advisers can work with you to formulate your individual plan to meet with your objectives. Whether your aim is to grow your wealth, manage existing monies, generate income, plan more specifically around retirement or provide for future generations of your family, we have the expertise to help you.

Professional Trustees

Creating trusts to hold assets is a common way for families to pass on wealth to future generations. The role of the trustee is pivotal in this regard. We act as professional trustees to a wide spectrum of trusts, providing guidance and support where required and can work together with any other trustees you entrust with your family’s assets.

For bespoke advice contact our Private Client advisers

Call: 0808 144 5575

What our clients say

Key contact

Justin Rourke, Financial Planning Director – Head of Advice

Justin Rourke

Financial Planning Director – Head of Advice

Call: 01768 222030

> Meet the Private Client team

Enquiry form