Private Client Service

Quality advice, seamless service

Meet our Private Client team

Protecting your wealth, mitigating tax, covering the things you care about

Looking after your financial affairs can be a complex task; managing tax, making investment decisions and ensuring that the things you care about are correctly insured can all require specialist advice.

As a financial services group we offer a wealth of specialist knowledge, delivered by teams of in-house advisers. Through our Private Client Service you can benefit from a truly joined up approach bringing together the combined expertise and experience of our taxindependent financial planning and insurance teams.
Having access to a comprehensive mix of professional advice and expertise from across all the financial disciplines means that you benefit by receiving the advice you need without the necessity for lots of separate meetings.

We understand that the needs of no two clients are the same. We view every client as unique, providing bespoke recommendations tailored to you and your specific requirements.

To find out how we can help you, please contact our advisers who can arrange for a confidential, no obligation meeting whether you are looking for one specific service, or would like to benefit from our combined tax and financial planning service.


Services for individuals