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 Service Group we can offer a weath of specialist knowledge all delivered by our in-house teams. Through our Private Client Service we are able to offer clients a truly joined up approach, bringing together the combined expertise and experience of our taxindependent financial planning and insurance teams. This means that you can access the right mix of professional advice and expertise from across all of our disciplines – all without the need for lots of separate meetings.

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

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

Services for individuals