Personal financial planning

The key to a successful financial future, as with many things in life, is planning. Aligning your needs, your values and your goals with your finances, can give you peace of mind that you’re on track to achieve your goals and achieve financial independence.

Our financial planning team can work with you to make informed choices about your short-term goals and longer-term needs, helping to answer questions you might have on issues such as how much you need to retire; tax efficient investing; pensions (tapered annual allowance and lifetime allowance planning), inheritance tax planning as well as paying for care fees in later life. Our experts will also work with you to make sure that you and your assets are financially protected.

We will work with you to construct a robust financial plan through the use of cash-flow modelling to show you the impact of various life events on your finances. This may be the sale of a business, paying for education fees, divorce as well as retirement planning. Whatever the event, we’re here to help.

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.

 

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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.

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Executive financial counselling

Our unique executive financial counselling service provides a combined personal financial and tax planning service to key individuals within the company to help them achieve their financial goals.

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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.

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.

Holistic

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

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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).

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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Luke Brooks

Head of Financial Planning, London

Personal financial planning
London

Contact us

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