"I was part of a management buyout and when the sale happened, my financial position changed substantially. So, I wanted to appoint a wealth manager that could help me and my family plan our future."
"I was coming towards the end of my divorce and I needed someone to help manage the settlement sensibly. It was a very turbulent stage of my life where I was having to make huge decisions."
Contact us to see how we can help.
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The value of investments and the income arising from them can go down as well as up and is not guaranteed, which means that you may not get back what you invested. Past performance is not necessarily a guide to the future. The information contained in this website does not constitute advice. The FCA does not regulate tax advice. The FCA does not regulate advice on Wills and Powers of Attorney. The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk.