Investments, savings and financial planning

We can help you make informed decisions about the investment choices that are right for you by assessing your life priorities, goals and attitude towards risk.

Any number of changing circumstances could cause your wealth to grow or diminish, some inevitable and some unpredictable – new taxes and legislation, volatile markets, inflation, and changes in your personal life. Structuring your wealth in a way that minimises the impact of these changes is essential.

Discover more about our approach to Investment Management

The Financial Conduct Authority does not regulate Inheritance tax planning, trusts and will writing services. The value of investments and the income derived from them may go down as well as up, and you may not get back the amount originally invested.

Making wise investments

We help our clients with a variety of investment propositions, including:

  • Environment, social and governance investments (Ethical Investing)
  • ISAs
  • Unit trusts
  • Trustee investments
  • Attorney and deputy investments
  • Trust planning
  • Tax planning and mitigation
  • Estate planning

ESG Investing

Download our guide to Environmental, Social and Governance (ESG) Investing.
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ESG

Trust planning

Many clients come to us seeking help with trust planning, and we are able to assist them. We can help with trust planning for:

  • Charitable trusts
  • Discretionary trusts
  • Property trusts
  • Personal injury trusts
  • Trust administration