We’ll work to understand your insurance requirements, and bring them together with investment, banking and personal long-term financial solutions.
Helping to deliver liquidity in a crisis
With estate planning in particular, we find that an insurance solution combined with a trust and fiduciary structure often helps deliver liquidity in a crisis. Our international Wealth Advisory team provides holistic financial planning.
Reliable and personal
Through our many links with some of the world’s most recognised names in insurance, we source high-quality, third-party supplied products that can be tailored to your needs. We keep your investment, banking and personal long-term financial requirements in mind at every stage.
Our offerings include onshore and offshore insurance bonds as well as tax-efficient products like VCTs and EISs.
We can put together tailor-made solutions from SIPPs, SSASs and other individual pension plans.
Find out more about Retirement Planning.
Our offerings include critical illness cover, whole-of-life protection and universal life.