Private clients

We’ve been looking after the financial affairs of private individuals and their families for over a century. We provide an unusually broad prospective to wealth management, bringing together three core sets of skills – those of the investment manager, the financial planner and the tax expert.

Whether you’re part of a family business, a professional sports person, an entrepreneur or looking for support for yourself or your family, we will work closely with you to understand your financial goals and ambitions, helping you to plan, build and grow your wealth.

 

Services for you

Investment management

Everyone has different needs, aspirations and time horizons. We don’t believe in a one-size-fits-all approach.

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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.

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Personal tax

Tax is likely to represent the biggest financial outlay over the course of your lifetime, yet many of us are simply too busy to dedicate the time required to ensure our tax affairs are in order and we’re not paying more than is due.

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Retirement planning

Regular reviews of your pension arrangements are available to help you decide what’s right for you before, at and during retirement.

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How we can help

Growing Your Wealth

Building your wealth

There's more to growing your wealth than maximising investment returns and managing taxes.

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Preparing For Retirement 1920

Planning your retirement

Preparing for your retirement takes careful planning, our team can make sure you are ready.

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Managing Your Taxes

Managing your taxes

Managing your taxes efficiently takes technical knowledge and practical sense.

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Leaving a legacy

Careful planning now can help you make the most of the legacy you want to leave.

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Recieving A Legacy

Receiving a legacy

An inheritance often comes with a desire to protect the assets, we can help you manage that responsibility.

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Gifting Your Wealth

Gifting your wealth

We can help you make the most if you wish to donate gifts to loved ones or a favourite cause.

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Exiting your business

Selling your business is one of the biggest decisions you'll ever make, having the right support can make all the difference.

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Dealing With Divorce

Dealing with divorce

Following a divorce it’s likely you'll have experienced changes to your personal financial position. We can help you plan for the years ahead.

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Supporting Your Family

Supporting your family

Whether providing care for your elders or supporting your children through education, we can help you prepare.

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Services for your business

Assurance and accounting

Ensuring you have effective and accurate financial systems and controls in place to meet your business and compliance requirements is critical to your success.

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Business outsourcing services

Efficient, cost-effective and comprehensive outsourcing and back-office services can help you boost profits and reduce risk.

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Business tax

Ever-changing legislation and a global crackdown on tax avoidance means your business now operates in an increasingly challenging tax environment.

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Corporate finance and transactions

Raising capital, managing portfolios and strong transactional support from our transactions team.

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Restructuring and recovery

Getting the right professional advice as soon as you start experiencing financial difficulties greatly increases your chances of regaining control and avoiding a formal insolvency procedure.

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Pensions and employee benefits

Without adequate support, it can be difficult and time consuming to put together attractive and appropriate pension and employee benefits structures.

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How we can help

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Expanding your business internationally

With wide ranging capabilities in over 100 countries we deliver high touch, high quality, bespoke solutions to help both established and scaling businesses expand, consolidate and compete in new markets. 

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Expanding your business in to the UK

We deliver high touch, high quality, bespoke solutions to help you confidently expand, consolidate and compete in the UK, offering wide ranging capabilities for your business and its leaders. 

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Financing and managing your business

If you’re looking for help in running your business, but don’t know exactly what you need, here are some of the questions we answer on a daily basis.

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Dealing with business challenges

In a dynamic and increasingly global business environment, each stage of the business lifecycle brings new challenges, as well as unforeseen events. Find out how we can help you with those.

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