Wealth management service

Making your wealth work harder for you today, tomorrow, and into the future.

Our independent wealth management service is designed to provide bespoke, constructive financial planning advice to our clients with more complex financial planning needs who find themselves in a unique position and require guidance to achieve the desired outcomes for their wealth.

You may have come into wealth through the sale of a successful business, through inheritance, or through accumulation during your lifetime. Whatever your circumstances, our financial planners will take the time to understand your financial position and your priorities, and then partner with you over the long term.

We can help you with your wider finances through wealth structuring combined with boutique services for complex situations.

Our approach

Our approach to financial planning is based on five core principles:

Understanding your priorities

The starting point is always to listen to your objectives and your ambitions. How do you want to use your wealth? What are your current priorities, and what would you like to achieve for the future? We create a bespoke wealth management strategy that is adaptable to changing circumstances and ensures stability for your future.


Trust matters. Experience matters. We’ve been on similar journeys many times, advising people from all backgrounds on how to make the most of their wealth. We’re independent, objective and a safe pair of hands, backed up by market-leading technical proficiency and exceptional product knowledge.


We’re part of your team. We sit on your side of the table. We listen, challenge, and collaborate so you have all the information you need to make better choices. So you can enjoy your wealth and live your own life, now and for the journey ahead. 

Intelligent solutions

We ask the right questions to find intelligent solutions designed around you. We provide clear, practical advice with bespoke planning for complex challenges, be it preparing a business for sale, financial planning for blended families, or inheriting a lump sum.

Integrated thinking

We work closely with our accountancy colleagues at PKF Francis Clark to provide a joined up, hands-on approach for managing your wealth and accountancy needs under one roof, providing comprehensive planning and a seamless service.

Our services

We provide four different wealth planning services designed to meet your needs:

Wealth management service

Our comprehensive wealth planning and advice service.

Investment management service

Focused investment advice only.

Stand alone wealth planning

One-off project to assess suitability of planning and investment strategies.

Protection planning

Analysis to identify protection needs and recommend solutions.

How our wealth management service supports clients

We understand everyone has different priorities for managing their wealth. What works for one person may not be a priority for someone else. Some of the common situations we can help with include:

Liquidity services

Maximising returns on cash deposits for individuals, companies, trusts and charities

Banking services

Private banking relationships for bespoke banking

Debt services

Mainstream and strategic use of debt to support and build wealth

Protection services

Helping you stay on track when things go off course


Positioning and reviewing wealth to achieve your long-term goals and objectives

Advisory & execution only services

For those who want to be involved in investment decision-making

Wealth structuring

Structuring for efficiency across the tax spectrum while growing, protecting, and passing on your wealth

Alternative and private investments

If you have an appetite for diversification into alternative asset classes and investment styles

ESG and sustainable investing

Sustainability and positive impact when investing wealth

Business exiting

Corporate and personal planning with foresight when approaching a capital event

Boutique services

From family charters to philanthropy and community impact investment strategies

A personal wealth management team you can rely on

Our wealth management specialists have decades of experience advising clients from all backgrounds and in all situations, from high-net-worth individuals and successful entrepreneurs to senior figures in business and industry.

To find out more, please get in touch and a member of the team will respond to you as soon as they can. We have offices across the South West, with locations in BristolExeterPlymouthPooleSalisburySouthamptonTauntonTorquay and Truro.

Book Consultation

To book your initial consultation (no cost or obligation), please fill in the form below with your details and one of our financial planning experts will be in touch.

Speak to our advisers now