Wealth Management
Whether you’re considering a new investment or would like to take advice on an existing arrangement, we have long-standing relationships with many of the UK’s Wealth Management companies, as well as with a host of fund managers and ‘high-street’ providers.
ISAs
ISAs are flexible, tax-efficient accounts for your savings, with any gains exempt from UK Capital Gains Tax.
A Stocks and Shares ISA allows you to save your yearly allowance in a wide range of investments including funds, shares and bonds as well as cash. This means you can choose whether you want to hold cash or investments – or a mix of the two.
We help our clients establish new ISAs, as well as reviewing and consolidating existing investment accounts. We can also provide you with further information and advice on the suitability of Lifetime ISAs (LISAs) for your personal circumstances.
Planning for the Future
Inheritance planning can be complex and talking to a financial adviser who can help you with your investments can give you peace of mind and can help make life easier for your family in the future by being clear about what you want to happen to your money when you’re no longer here.
Please talk to your adviser about Trusts, Junior ISAs and Junior SIPPs – we can help you save for your grandchildren’s futures too. We know from our clients how much pleasure it gives them knowing that they are providing for their families during their lifetime.