Management that works for you
Through every life stage, milestone and lifestyle choice, your financial situation is bound to change. That’s why having a wealth strategy that adapts with you - factoring in the goals that you value most – is so important.
With individual wealth management, you can get financial advice that is totally tailored to you. Explore the most effective ways to grow and plan your wealth for the future with a dedicated Wealth Planner, who’ll guide you through a bespoke financial plan and investment strategy.
How we can help
Reach your financial aspirations with services made to support you at every step.
Wealth planning
Feel more confident in your future, as our experts bring clarity to your finances.
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Investment management
Ensure your money is working as hard as it can with our investment management service.
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Frans was so kind and helpful. He listened to all my worries and answered my questions, leaving me reassured and content that I can afford a comfortable retirement
How we helped Lucinda to look forward to the future
Lucinda is in her early sixties and starting to think about life after retirement. She has been working for her current employer for many years, and joined the company pension plan when she started. She has also inherited the family home from her mother, mortgage free.
Common questions on individual wealth management
Private wealth management (also known as personal or individual wealth management) involves creating and managing a comprehensive financial strategy for high-net-worth individuals. It covers investment planning, tax optimisation, estate planning, and managing risk to preserve and grow wealth while meeting your personal financial goals.
With individual wealth management, you gain expert guidance tailored to your financial situation, helping to optimise investments, protect assets, and reduce tax burdens. It ensures your wealth aligns with life goals like retirement, legacy planning, and charitable giving.
You may need wealth management if you have complex finances, high-value assets, or are going through or approaching major life events like receiving an inheritance, selling a business, or retiring.
We start by understanding your financial goals, risk appetite, family situation, and aspirations. Through ongoing conversations and careful analysis, we craft and regularly adjust a strategy that evolves with your life circumstances.
