Private Client Service

Quality advice, seamless service

Meet our Private Client team

Financial Decisions That Matter

Making tax-efficient decisions, protecting your assets and growing your wealth – at Scrutton Bland, our private client services will take care of all the things that matter to you. Our specialist advice is tailored to each of our clients to make sure we only offer solutions that hold real benefit for you. We provide a holistic view of your finances to ensure that each decision works in harmony with your entire suite of financial services. Having access to a comprehensive mix of professional advice from across all financial disciplines means that you can benefit by receiving the advice you need without needing to make time for lots of separate meetings. Our service is available all under one roof – we can even come to your home if circumstances require it.

Specialist Knowledge That’s as Unique As You Are

As a financial services group, we offer a wealth of specialist knowledge that is expertly delivered by teams of in-house advisers. From knowing investment decisions and recommending an independent pension plan through to creating tax-efficient solutions, we can help. Our private client service brings together the combined experience of our tax, independent financial planning and insurance teams. With our private client service, we specialise in clear advice and effective solutions individually tailored to you. We appreciate that no two clients are the same and so we don't offer one-size-fits-all solutions. Every client is unique, and so too are the bespoke advice and recommendations we make.

Work with Us

Our advisers start every client relationship with a confidential, obligation-free meeting where we can pinpoint how you'll benefit from our combined tax and financial planning service. Alternatively, if you are looking for a specific service, speak to one of our friendly advisers to see how we can help. As with our commercial work, our private client financial services are truly bespoke.

Take the first step to taking control of your financial future by calling Scrutton Bland and finding out more about our private client service.


Services for individuals