Wealth management

Wealth management advice

Our wealth management service combines the benefits of both our financial planning and investment management expertise. It is a comprehensive and personalised solution for those needing support in both areas.

While it’s possible to access either service on its own, combining the two enables us to take a more integrated and holistic approach to managing your wealth, giving you the reassurance that you’re in safe hands across all aspects of your finances.

How we support you

We’ll start by getting to know you – your personal and financial circumstances, what really matters to you, and what you want to achieve in life. We’ll then create a tailored financial plan that details the steps you need to take to realise your ambitions. Your plan will include a projection of your savings and investments, and how these may be affected by life events, inflation, and investment performance.

Once we’ve built your financial plan, we’ll help you to implement it. This will include:

Advising on the right investment strategy for you
Helping you make the most of your tax allowances and exemptions
Making sure you have the right balance between risk and return
Managing your investments through different market cycles
Adapting your portfolio as your circumstances change

We’ll give you the time to focus on what really matters, safe in the knowledge that your money is working as hard as it should be.

The personal touch has always been favoured so our relationship with our advisor is important as is the advice and reasoning for specific investments.

Source: Client satisfaction survey 2023

Good decisions follow smart advice

Build a more secure future with expert financial planning and investment management advice, tailored to you.
Contact us today to arrange your free consultation.

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What we offer

Financial planning and advice

We’ll help you prepare for the future and meet your goals with a solid financial plan that’s tailored to you.

Investment management

We’ll take the complexity out of managing your own portfolio and provide in-depth advice on making the most of your investments.

Common questions on wealth management

Wealth management brings together all aspects of financial planning and investment management into one integrated, holistic service. It is a bespoke service that is designed to protect, grow and nurture your wealth in a way that suits your individual needs.

A wealth manager’s role is to help individuals and families plan their finances and invest their money in order to meet their financial goals. Whether you’re looking to grow your money, save for retirement, structure your retirement income, or pass on assets to the next generation, our wealth managers are here to help.

In an increasingly complex and fast-paced world, we can help manage your finances, freeing you from the burden of making day-to-day investment decisions. We’ll give you back time to do the things you enjoy, and the peace of mind that you’re doing the right thing with your money.

Once we have understood your individual circumstances more fully, we can explain our fees in more detail. Typically, you will not be charged for initial conversations and fees will only be incurred when you have decided to work with us. You can read more about our services and charges here.

All our advisers regularly undertake Continuing Professional Development to maintain high competency levels and keep up to date with the latest industry thinking.

Our advisers are supported by our in-house Research team, which specialises in asset allocation, investment funds and company analysis.

Your wealth manager will be available to you in person, over the phone, or by email. We will provide detailed valuation reports quarterly, and a comprehensive end-of-year tax schedule to help with your tax return. You will be able to access up-to-date portfolio valuations online via MyBrewin whenever you need them. And we will keep you up to date with the markets on a regular basis.

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