Personal financial planning

As life expectancy increases, you need to be sure you are financially prepared not only for your retirement, but also for any care you might need in later life.

Luke Brooks

Luke Brooks

Head of London Personal Financial Planning

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Meeting your needs

 

Bespoke

We recognise that everyone’s financial planning needs are different, so you’ll get a very personal service tailored to your precise needs, with regular reviews available and planning for 'what if' scenarios.

Expert

You’ll have direct access to our highly qualified team of specialists who are experienced in dealing with complex financial affairs involving substantial income or assets and will keep you up to date on the issues affecting you.

Independent

We don’t provide our own financial products; so, you can be sure you’ll get independent, fee-based advice on the widest possible selection of relevant financial planning solutions from a trusted adviser.

Holistic

Our in-house colleagues include pensions advisers, investment managers and tax planners who can provide you with a range of services where required.

 

How we can help

 

Our credentials

 

Expertise

Our team comprises qualified chartered financial planners, as well as chartered accountants, chartered tax advisers and affiliates of the Society of Trusts and Estates Practitioners.

Experience

Our personal financial planning directors have an average of 20 years’ experience.

Longevity

We build long-term relationships and have been advising some families over many generations.

Track record

Our investment management business currently has around £21.8 billion of funds under management and advice (as at 30 June 2019).

Capital at risk. The value of investments and the income from them can fall as well as rise and you may not receive back the original amount invested.

 

 

Legal and regulatory information

 

FS Fair Processing Notice (FPN)

This notice outlines the type of information we hold, how we use it, who we share it with and how long we keep it for. It also informs you of your rights under the current data protection law.

Download FS FPN

 

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