Wealth Management

If your primary concern is about investments, inheritance tax* or the vesting of pension arrangements this team will be able to help.

They have extensive experience in the creation of an overall financial plan and often work in conjunction with other professions such as lawyers, accountants and land agents to provide a comprehensive solution.

The value of investments and any income from them can go down as well as up.  You might not get back as much as you put in.  Past performance is not a guide to future performance. 
The Financial Services Authority does not regulate taxation and trust advice. 


"Wealth is not without its advantages and the case to the contrary, although it has often been made, has never proved widely persuasive.
J.K.Galbraith

Wealth Management