Wealth Management

Key financial services, tailored to your circumstances

Wealth management

You’ve probably got a plan, or at least an idea, of your route to a comfortable future and retirement. So it’s vital to ensure the wealth you have accumulated over time is working to help make it all happen. Too many people leave cash and investments where they either stagnate, lose value or attract too much taxation. We’ll ensure your wealth continues to grow.

Set me up for success

Retaining and managing wealth

Once you’ve achieved the level of wealth that can help secure a comfortable future, the trick is to make sure that you stick to the roadmap, and that your assets grow with your ambitions. However, obstacles can easily throw stones under your wheels. You might unexpectedly find your assets split after a divorce, an investment pot may not have been as secure as you were led to believe, or your financial transfers may not have been set up in a way that is best working in your favour. 

Carefully managing your wealth to keep it in the right places, minimising tax exposure, ring-fencing trusts for specific use and optimising fees and costs will all ensure that you have the most to enjoy in later life. Whatever your plan and vision, we’ll give you the attention you deserve and keep you on track to helping making it happen.

Setting you up for later life

Your standard of living and the level of care you may need to receive in later life are both reliant on the assets and wealth you accumulate ahead of retirement. Modelling your anticipated cash flow and planning what your life will look like after work means you will get total clarity on how to manage your money. 

Whether you are currently a director, executive, business owner, self-employed or an employee, we can provide guidance and advice to help you get the most out of your money. Our approach is defined by compassion, insight and transparency – we’ll listen to everything you have to say, give you our informed advice and the reasons behind our thinking, and won’t hide any costs. 

To us, everything is personal. With a clear definition of what you want to achieve with your wealth and the right management, you can plan for your future.

 

Instant information on your desktop

Did you know, our online investment facility sbinvest allows 24-7 access to your account, so you can manage your money however you need to. With sbinvest, opening an ISA or general investments can be made from the comfort of your own home or office. With no requirement for separate advice, the minimum investment amount of £50 means it’s the perfect solution for anyone looking to begin saving.

Scrutton Bland Office
Scrutton Bland Office

Get in touch for forward-thinking, impartial advice

With offices in Cambridge, Colchester, Diss and Ipswich, we’re close enough for meetings with clients from all over the East of England. Got something on your mind? We’ll be happy to listen and give you our thoughts.

Call us on 0330 058 6559
Email us at hello@scruttonbland.co.uk

The Independent Financial Advice Services referred to on this website are provided by Scrutton Bland Financial Services Limited (company number 01288848). Scrutton Bland Financial Services Limited is authorised and regulated by the Financial Conduct Authority. The FCA registered number is 209451.

Please note that Scrutton Bland Financial Services Limited is not a member of the Scrutton Bland Group and is owned by Emery (IFA) Ltd whose registered office is 5 Kings Court, Newcomen Way, Severalls Industrial Park, Colchester, England, CO4 9RA. The ultimate controlling party of Scrutton Bland Financial Services Ltd is Socium Group Holdings Ltd whose registered office is Level 13, 20, Primrose Street, London, England, EC2A 2EW.

An exclusive introducer arrangement exists between Scrutton Bland LLP and Scrutton Bland Financial Services Ltd whereby all enquiries in respect of financial planning advice received by Scrutton Bland LLP are passed to Scrutton Bland Financial Services Ltd. At the present time no commission is receivable by Scrutton Bland LLP in respect of these arrangements.

The inside track

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