Wealth Management

We are one of the region’s leading independent wealth managers. Through our flexible, bespoke and personal wealth management service, we are here to help you achieve your financial and lifestyle goals. We are authorised and regulated by the Financial Conduct Authority, ensuring the highest levels of independence, credibility and governance are provided to our clients. Whether you want to talk about growing your wealth, planning for your retirement, protecting your loved ones or managing your ongoing changing financial circumstances, our independent wealth advisers are here to help.

Financial Planning

Whatever your financial goals and objectives, our wealth advisers will work with you to establish a personal, bespoke and flexible roadmap to achieve your ambitions. Whether it’s to grow your wealth, prepare for retirement or plan to protect your wealth for your family, we will work with you on a regular basis throughout this journey to ensure you stay on track to achieve your goals. Our primary objective is understanding your priorities and building a long term plan that works for you.

Pension Planning

We help you create a comfortable, secure and fit for purpose retirement plan, built purposely for your own defined needs. Understanding the level of income you need, and the certainty of income you require, is essential in creating your ideal pension plan. Whether buying an annuity, making regular withdrawals or continuing to build your pension pot, we are here to help you choose the right route.

Savings and Investment

The breadth of our savings and investment proposition ensures we have access to a wide variety of solutions able to meet the needs of most financial objectives. Our independence allows us to select the most appropriate portfolios for our clients, whether they are selected from our own in-house investment panel or prepared by our expert third party discretionary providers. Alongside the more traditional multi asset investment funds available across the market our clients also have access to specialised investment managers covering specific areas such as ethically screened portfolios.

Insurance, Protection and Mortgages

Whether it's protection for you, your family or your business, we are on hand to help. Choosing the most suitable solutions and correct levels of cover can be difficult without a strong understanding of your needs and who can provide it. Insurance can be a cost-effective way of protecting your most valuable assets and we work with families and businesses every day to tailor bespoke solutions for their personal circumstances.

Our independent mortgage advice service operates as part of our wider wealth management offering and is available to support all clients who may require one-off or ongoing mortgage advice.  

Wealth Management Team