Wealth management for high net worth individuals

LP

Wealth management

Independent financial advice and private wealth management services designed to grow, protect, and optimise your wealth.

We provide expert wealth planning services in the UK, helping you structure, grow and protect your wealth with confidence.

  • Clear, long-term financial strategy
  • Tax-efficient wealth structuring
  • Tailored investment management

Book your complimentary consultation

Are you making the most of your wealth?

As wealth grows, it becomes increasingly important to have a structured plan to manage and grow it effectively. Our team combines deep expertise in wealth management, tax and financial planning to help you take a more strategic approach.

  • 1

    Understand your position

    Gain a clear view of your current wealth, assets and long-term financial objectives.
  • 2

    Structure your wealth efficiently

    Optimise tax, investment and ownership structures to improve long-term outcomes.
  • 3

    Manage and grow your wealth

    Build a tailored strategy designed to protect and grow your wealth over time.

Why choose us to help manage your wealth

Integrated expertise

We combine wealth management, tax and advisory services under one roof.

Tailored strategies

Your plan is built around your goals, not a standard template.

Long-term focus

We focus on sustainable growth and protecting your wealth over time.

Trusted advisers

Supporting clients across all stages of their financial journey.

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A leading wealth management firm

We were proud to be ranked second in the FT Adviser Top 100 list 2025, marking our eighth consecutive year in the Top 10. This achievement reflected our continued focus on delivering independent, financial‑planning led support and long‑term private wealth management for our clients.

Our commitment to excellence has also been recognised through a number of industry awards, including the Money Marketing Award for Best Investment Advice Firm and the Citywire New Model Adviser National Award, which we have received for five consecutive years. In addition, we are highly rated by clients, with a score of 4.8 out of 5 on the trusted review platform VouchedFor.

How we can manage your wealth

  • Investment management and portfolio strategy

    A tailored investment approach designed to balance risk, return and your long-term financial objectives.

  • Tax-efficient wealth structuring

    Strategic use of tax planning to help preserve and grow your wealth more efficiently.

  • Retirement and pension planning

    Structured planning to ensure your wealth supports your lifestyle throughout retirement.

  • Estate and inheritance planning

    Careful planning to protect your wealth and ensure it is passed on in line with your wishes.

  • Protection and risk management

    Appropriate safeguards in place to protect your wealth against life’s uncertainties.

  • Ongoing financial advice and reviews

    Regular reviews and proactive advice to keep your strategy aligned as circumstances evolve.

“I have used Forvis Mazars for pre‑ and post‑retirement planning over some 20 years. I have confidence in the quality of their market research and analysis, and their decisions as to balance in client portfolios. They take the time to understand and keep up to date with personal circumstances and are responsive should ad hoc matters arise.”

 

 

Get in touch with our wealth and investment experts

Book your complimentary consultation

 

Key contacts

Wealth and investment FAQs

1. What is discretionary investment management?

Discretionary investment management is a service where a qualified investment manager makes day‑to‑day buy and sell decisions on your behalf, in line with an agreed strategy and risk profile, removing the need for you to approve each transaction as part of comprehensive wealth and investment management.

2. What types of investments can be included in a discretionary portfolio?

Managers may invest across asset classes such as equities, bonds, funds, ETFs, and other securities, depending on your goals, risk appetite, retirement investment planning needs, and agreed parameters.

3. I have very specific investment requirements; can you accommodate my wishes?

Yes — our wealth management services include bespoke portfolios that can include or exclude areas as per your needs, via advisory investment management or discretionary mandates.

4. How involved do I need to be in managing my portfolio?

You decide your level of involvement. Many clients prefer a fully hands‑off approach, while others appreciate regular touchpoints and updates. Your manager handles the day‑to‑day, but you remain informed through agreed reporting.

5. How often will I receive performance reports or portfolio reviews?

We typically provide regular updates, performance reporting, and review meetings to ensure your portfolio remains aligned with your wider financial objectives as part of our wealth and investment management service.