Holistic Planning

Financial advice for specific circumstances


Wealth Planning


Whether it’s planning for university or school fees, re-structuring wealth following a divorce, or wanting to establish the overall affordability of their lifestyle, we are often confronted with specific circumstances that require some carefully considered, holistic advice to ensure that our clients can live the life they would like to live over the long term.


Our holistic approach covers all areas of advice from developing a strategy for building up wealth to inheritance tax planning, including advice to ensure that you have adequate financial protection in place for your family in the event of the unexpected.


Whilst the aim here is not to provide an exhaustive list, many clients find us when seeking advice around certain topics and life events in particular:

  • Education funding
  • Saving for children
  • Divorce:
    • Advising on pension sharing orders
    • Wealth structuring post-divorce to ensure that existing lifestyles can be maintained
  • Pension contributions including carry forward
  • Pension consolidation
  • Ways to fund long-term care requirements
  • Gifting to children or grand-children.


Our team of Planners can offer advice to those who are serious about growing, protecting, preserving, or ultimately drawing on or distributing their wealth, no matter what stage of life they might be at.

We pride ourselves on our integrated approach of combining our various in-house specialisms, including Investment Management and Wealth Planning as well as Tax & Trustee Services, to help our clients.

Access to our award-winning care and expertise will ensure you receive the right advice at the right time and are able to make the most of your assets.


Anyone looking for advice on issues such as planning for certain life events or looking for advice on their overall position and how this aligns with their objectives and ambitions in life.

What to expect as a client

Initially, we would simply ask that you take time to meet with us. This first meeting will allow us to discover your objectives and ambitions, both personal and financial, as well as your current financial situation to determine how it is we can help.

Your Planner will work with you from these initial discussions right through to the provision of the report outlining our recommended solutions and the implementation of any recommended strategies and advice.

To ensure that you are in the best position possible and remain on track to meet your objectives, we will conduct regular reviews on an ongoing basis and will be on hand in between reviews if you have any questions in the meantime.

Our Charges

Our Planning fees are percentage-based and apply to all assets advised upon on an ongoing basis. This ties in with our Investment Management fees to ensure complete transparency.


Get in touch

To find out more about our Focused Planning, please contact your nearest branch or our Head Office at [email protected] or on 020 7337 0777.

Find out more

Find out more about our Wealth Planning services by downloading our brochure..

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