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 examples of situations where we 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 personalised financial plan with a clear set of objectives to ensure that you make the best of your windfall.
To arrange a meeting or find out more about Financial planning, call our team on 0330 058 6559
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Services for individuals