Wealth Management

Reliable wealth management advice and creating the right investment strategy are crucial elements in helping to secure your future financial well-being. Whether you are looking to invest for income or growth, we can provide the quality advice, comprehensive investment solutions and ongoing service to help you achieve your financial goals.

Our carefully constructed, risk-rated portfolios enable you to spread your investments across a wide range of global asset types and choose fund managers with different investment styles to create a balanced and diversified investment solution. The value of an investment will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.

Kick start your new tax year

After a long period of calm on stock markets, 2018 has seen a return to more volatile conditions.

Investment Planning

The right investments can offer real opportunities to grow your wealth and protect it against inflation.

Retirement Planning

Regardless of the life stage you have arrived at, it's important to receive the right advice on your pension requirements.

Protecting You & Your Estate

Providing effective solutions to meet the insurance and protection needs of our clients.

Corporate Services

We understand that running a successful business can take priority over the time spent on planning the financial security of you and your employees.

Banking & Mortgages

We understand that people have little time to manage their finances as effectively as they would like.

Other Services

We have a strong network of professional connections, should you require advice in more specialist areas of wealth management.

Specific areas of service include:

  • Retirement Planning & Options in Retirement
  • Investment Management, Asset and Portfolio Management
  • Solutions to manage Capital Gains Tax
  • Onshore and offshore investment planning 
  • Minimising tax liabilities at key wealth events (shares vesting, bonus payments etc.)
  • Mortgages and Managing Cash (incl. Foreign Exchange)
  • Specialist Insurance and Long-Term Care Planning
  • Later life planning
  • Gifting to children and Intergenerational Wealth Planning
  • Other services including Wills, Trusts, Philanthropy and Charitable Giving

For trustees, charities and businesses.

  • Advice for Businesses – including cash optimisation, investment to insurance needs. 
  • Advice on Employee Benefits Schemes
  • Trustee Investment and Portfolio Management and advice 
  • Managing Cash management solutions 
  • Advice around company Share Scheme Vesting – Restricted Share Units (RSUs), Stock Options, LTIP etc. 

The value of any investment will be directly linked to the performance of the funds or shares you are invested in. Therefore, the value can go down as well as up. You may get back less than you invested.


Cass Horowitz