Logo linking to homepage
Mobile logo linking to homepage
About us
Our Partner Team
Client Care Charter
History of Scrutton Bland
Community Social Responsibility
Services
Accountancy Services
Audit
Cloud Based Accounting
Corporate Finance
Independent Financial Advice
Insurance
Internal Audit Services
Private Client Service
Systems Advisory Service
Tax Advice
Sectors
Agriculture
Charity and Not for Profit
Construction
Higher and Further Education
Land and Property
Leisure and Hospitality
Technology
Transport and Logistics
Careers
Current vacancies
Be part of our team
Benefits of working with us
News & Views
Events
Contact Us
Client Portal
Search
Accountancy Services
Audit
Cloud Based Accounting
Corporate Finance
Independent Financial Advice
Insurance
Internal Audit Services
Private Client Service
Systems Advisory Service
Tax Advice
Browse this section
Close menu
Accountancy Services
Audit
Cloud Based Accounting
Corporate Finance
Independent Financial Advice
Insurance
Internal Audit Services
Private Client Service
Systems Advisory Service
Tax Advice
Services
Independent Financial Advice
Current:
Coming into wealth
Coming into wealth
For many people, inheriting wealth or experiencing sudden or significant financial gains can be daunting. Our first advice is always to do nothing - that is until you have sought professional advice from a qualified and independent financial planner.
The passing of a loved one, redundancy, a legal payout or even a lottery win are all common examples of situations where our financial advisers have helped our clients manage funds which have come to them unexpectedly. Using our step-by-step investment process we can guide you through the investment options available to you and advise you on a financial plan that is individually tailored to you, with a clear set of objectives to ensure that you make the most of your windfall.
ARRANGE A MEETING
To arrange a meeting or find out more about Financial planning, call our team on 0330 058 6559
Email our team
Services for individuals
Advice for investment scheme trustees
Cashflow modelling
Coming into wealth
Cost of care and later life planning
Executive pensions
Fees and charges
Divorce and finances
Find the right mortgage
Growing your investments
Inheritance Tax and protecting your estate
Investing for children and juniors
Investing for income
Making gifts
Managing your pension
Pensions for the self employed
Private Client Service
Retirement planning
Invest online
Trusts and estates
Show all services for individuals
Services for businesses
Executive pension schemes
Financial education and communication
Pension schemes
Tax advice & share schemes
Popular services
Accountancy
Financial Advice
Insurance
Tax Advice
About us
Our Partner Team
Client Care Charter
History of Scrutton Bland
Community Social Responsibility
Services
Accountancy Services
Audit
Cloud Based Accounting
Corporate Finance
Independent Financial Advice
Insurance
Internal Audit Services
Private Client Service
Systems Advisory Service
Tax Advice
Sectors
Agriculture
Charity and Not for Profit
Construction
Higher and Further Education
Land and Property
Leisure and Hospitality
Technology
Transport and Logistics
Careers
Current vacancies
Be part of our team
Benefits of working with us
News & Views
Events
Contact Us