Wealth Management

Lifestyle Financial Planning

• Establishing and managing your future cashflow requirements, based upon your goals, aims and aspirations
• Using our unique process: The Secure Lifestyle Approach®

Asset Management

• Risk profiling
• Design of a suitable asset allocation
• Portfolio design and construction
• Maximising tax advantages
• Ongoing portfolio monitoring
• Regular portfolio rebalancing to keep investments on track
• Written portfolio valuations

Inheritance Tax - Estate Planning

• Proven ways to reduce or avoid inheritance tax liability, in conjunction with your accountant and other taxation advisers*


• Advice, reviews and consolidation
• Value added strategies using self invested personal pensions (SIPPs)
• Maximising pension opportunities post April 2015 (see more under Pension Management)
• Advice on company and private pension arrangements

Looking for a wealth management company in Surrey? We serve clients throughout the local area including Kingston, Richmond and Twickenham. Call us now 020 8943 9229 to arrange an initial meeting.

“The average long-term experience in investment is never surprising, but the short term experience is always surprising”

Charles D Ellis - Winning the Losers Game