To ensure that you are on track to meet your future goals and aspirations, you need to have a plan that is solid
enough to meet your demands but flexible enough to adapt when necessary. Many of us could do with a hand in this respect, and our clients value the expertise that financial planning should bring.
If you would like to speak to one of our international wealth advisers, please get in touch today.
From a more focussed or simplified investment advice service, called Spotlight, to retirement or inheritance tax planning or perhaps a full financial MOT and cash flow planning approach which we call Highlight.
We offer a mix of technology, telephone and face-to-face support, depending on which you feel most comfortable with, including tools to help you run your own numbers.
Thinking about the next chapter – and ensuring it is the one you want and deserve does bring a range of considerations to bear: making sure you use your annual allowance, higher earners and the complications of tapered annual allowances. You might want to consider making extra pension contributions using carry forward options, as well as the need to assess your current situation against the lifetime allowance tax charge.
Many UK adults hold multiple pension pots, and a significant number have even lost track of some. Managing several pensions can make it hard to stay organised or even know where you stand. We’re here to help simplify things by bringing your pensions together into one clear, manageable plan—taking the stress out of your financial future.
Life assurance and protection planning provide peace of mind, knowing your loved ones are financially secure if the unexpected happens. It ensures debts can be covered, lifestyles maintained, and futures safeguarded. By putting the right cover in place, you create a safety net tailored to your needs. It’s a simple yet powerful way to protect what matters most.
Passing on to the next generation means ensuring your money goes to the people you want it too – for your own reasons.
Making financial gifts and setting up trusts are just some of the options we will consider with you. We will need to establish if your residence qualifies for the nil rate band allowance, and if not, what alternative options there may be.
They will happen – it’s inevitable. Bereavement, divorce, disabilities or more happily inheritances all are part of the journey. Planning and saving for health care costs should also be part of any planning process.
Our stockbroking service offers direct access to expert guidance and real-time market opportunities through our dedicated telephone dealing team. Whether you’re buying or selling, we provide a personal, responsive service tailored to your investment goals. This hands-on approach ensures clarity, confidence, and control over your portfolio. Let us help you make informed decisions with ease and efficiency.
Our investment management service gives you access to institutional-grade portfolios designed to match your financial goals and risk profile. From real return strategies to passive investing and bespoke equity selections, we offer a range of styles to suit your needs. Each portfolio is professionally managed with a focus on long-term performance and resilience. It’s a personalised and professional way to grow and protect your wealth.
Our property service connects you with a wide network of UK and international lenders, giving you access to competitive and flexible options. Whether you’re buying your first home, refinancing, or investing abroad, we tailor solutions to fit your goals. With expert guidance and market insight, we simplify complex decisions. Let us help you secure the right mortgage, wherever life takes you.
Our advisers have an understanding of complex planning affairs, which may be global, and will work with you to understand what you want from life and how to structure your finances to best achieve that.
We will arrange custody of your assets at one of the world’s largest custodians, whilst you will be able to download our bespoke cutting edge wealth management app with institutional grade portfolio management.
