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Personal financial planning

Contact us

Daniela Glover profile image
Daniela Glover

Head of financial services London +44 (0)20 7131 4440

Contact Daniela
As life expectancy increases, you need to be sure you are financially prepared not only for your retirement, but also for any care you might need in later life. 

Meeting your needs

Bespoke

We recognise that everyone’s financial planning needs are different, so you’ll get a very personal service tailored to your precise needs, with regular reviews available and  planning for 'what if' scenarios. 

Expert

You’ll have direct access to our highly qualified team of specialists who are experienced in dealing with complex financial affairs involving substantial income or assets and will keep you up to date on the issues affecting you.

Independent

We don’t provide our own financial products; so, you can be sure you’ll get independent, fee-based advice on the widest possible selection of relevant financial planning solutions from a trusted adviser.

Holistic

Our in-house colleagues include pensions advisers, investment managers and tax planners who can provide you with a range of services where required.  

How we can help

Planning your retirement

Regular reviews of your pension arrangements are available to help you decide what’s right for you before, at and during retirement.

Planning your investments

Advising you on appropriate asset allocation across all your investments based on your attitude to risk.

Planning for care in later life

Reviewing your assets, income and expenditure to ensure you have sufficient funds to pay for later life care.

Protecting your family

Advising on a range of protection products such as life assurance, critical illness cover, long-term care insurance and permanent health insurance. 

Passing on your estate

Reviewing whether and how your pension and investments are protected from inheritance tax in the event of your death.

International financial planning

Advising on the pensions and related tax consequences of coming to or leaving the UK for the short or long term.

Managing a divorce settlement

Advising on pensions and tax-related issues, as well as helping to resolve disputes by preparing expert witness reports where necessary.

Tax-efficient savings and investments

Assessing the range of tax-efficient savings and investments available and advising on which might suit you best.

Our credentials

Expertise

Our team comprises qualified chartered financial planners, as well as chartered accountants, chartered tax advisers and affiliates of the Society of Trusts and Estates Practitioners.

Experience

Our personal financial planning directors have an average of 20 years’ experience.

Longevity

We build long-term relationships and have been advising some families over many generations.

Track record

Our investment management business currently has around £18 billion of funds under management and advice.

Legal and regulatory information

FS Fair Processing Notice (FPN)

This notice outlines the type of information we hold, how we use it, who we share it with and how long we keep it for. It also informs you of your rights under the current data protection law. Download here

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