Private Clients

For many years, we have provided multi-faceted financial planning to suit private clients' lifestyles and needs. Our success is measured by the large number of referrals we receive from existing clients, and our strong record in retaining clients. Other sources of professional introductions include accountants, solicitors and actuarial practices. Our advice ranges from complete financial overviews to specialist areas such as retirement options (including a dedicated SIPP and Retirement Planning Department), inheritance tax planning and a complete Discretionary Investment Management service, structuring and actively managing portfolios. This service draws together the expertise of other companies in the Group; PSolve, our specialist investment consultancy business and PSigma Investment Management, our bespoke discretionary private client manager.

If you would like further information about our Private Client services, please do not hesitate to contact us.