Wealth Management

Working hard for your future

Our objective is to help you achieve your financial goals, and we do this by offering a truly holistic offering.

We provide expert advice on investments, pensions and inheritance tax planning. Additionally, our advisers provide advice on long term care and corporate financial planning.

Our services are available to all. We do not impose ‘client criteria’, such as a minimum investment amount. We treat every client as our only client and whatever your circumstances we’d be delighted to help.

Watch June talk about how our wealth management advisers helped her achieve her retirement dream.

Wealth Management Services


Personal Pensions
SSAS Pension
Group Personal Pension
Auto Enrolment
Flexi-Access Drawdown


Junior ISAs
Investment Bonds
Unit Trusts
Offshore Investments
Portfolio Management Service

Inheritance and Estate Planning

Discounted Gift Plan
Gift Plan
Loan Plan
Trustee Investments
Later Life Planning Scheme
EIS Portfolios
VCT Portfolios
Whole of Life Protection

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.

For our Wealth Management services, we are delighted to introduce Cooper Associates Wealth Management, Senior Partner Practice of St James’s Place Wealth Management