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 Financial Planning, London

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Meeting your needs



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.


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.

Privately owned

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


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



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.


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


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).

Please remember investment involves risk. The value of investments and the income from them can fall as well as rise and investors may not receive back the original amount invested. Past performance is not a guide to future performance.



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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