Planning, advice and services
The future of your wealth
Your aspirations, legacy and retirement plans – carefully understood and supported by your personal Wealth Planner.
Your personalised service
Manage your wealth with our support, whether you’re an entrepreneur, an individual or acting on behalf of an asset-rich family.
Investments can fall in value. You may get back less than you invest. Tax rules can change and their effects on you will depend on your individual circumstances. We do not offer personal tax advice – you should seek that independently.
Your trusted Planner
Your Wealth Manager will work with a Wealth Planner, who has in-depth expertise and understanding of the issues you might face as you manage your wealth for the long term. Their key focus areas will be:
- Getting a picture of your overall wealth, your goals and your aspirations
- Looking into your existing plans and seeing if you’re on track
- Putting into place specific recommendations
A lasting relationship
You’ll embark on a long-term relationship with us – one that we’re fully committed to. Your service will be adapted to meet your needs, starting with a three-step process:
- We’ll meet you to discuss your short- and long-term goals
- Your Wealth Planner will draw up a plan with suggested solutions
- Your Wealth Planner will continue to work with you, tailoring your plan to suit your changing needs
Solutions to suit you
High-quality, third-party supplied products that can be tailored to your needs – sourced by your Wealth Planner, who has links with some of the world’s most recognised names in insurance.
Whatever your needs, your Planner will work to understand your insurance requirements and bring them together with investment, banking and personal, long-term solutions.
A range of pensions and other vehicles for long-term wealth planning, so you can protect your assets, enjoy retirement and build your legacy.
Your Wealth Planner will help you to set goals, take control of your pensions and investments, and adapt to changing circumstances.
Your Wealth Planner can help you understand the effect of tax on your wealth and offer tax-efficient wrappers for your investments. Your Planner can't offer tax advice. Please bear in mind that tax rules can change in future and their effects on you will depend on your individual circumstances.
Your Wealth Planner will help you to channel your wealth according to your needs – whether you need assistance with estate planning or recommendations on structures and trusts designed to protect your assets and give your family lasting benefits in an uncertain world.