Working with Professionals
Wealth Management for Professionals
Create a secure financial future for your clients, by working with a dedicated team of Financial Professionals to provide your clients with a bespoke financial plan and investment strategy.
Benefits of our Wealth Management Service
Our highly personalised Wealth Management Service allows our Financial Planners and Investment Managers to create a deep relationship with you and your clients. We’ll design and manage their financial plan and investment strategy to continuously meet their needs as their circumstances change over time.
You and your client will have direct contact with our Financial Planners and Investment Managers, so you can speak to the people responsible for their financial plans and investment portfolios.
With offices throughout the UK, you can work with a team that’s nearest to you. You and your clients will have regular contact with us in person, over the phone and through our secure client portal.
We’ll explore every aspect of your clients’ financial world in detail, taking everything into account to create plans that match their needs and objectives.
We have a range of planning tools and techniques so your clients can be more tax-efficient with their savings, plan for their retirement, mitigate inheritance tax, protect wealth and much more.
We’ll work with you and your client to construct portfolios based on their personal circumstances, investment objectives and risk appetites.
We'll make sure they’re taking advantage of all their annual allowances and using tax-efficient wrappers, such as ISAs and SIPPs.
We can match your clients’ portfolios to their personal views and values through ethical, responsible and ESG investment approaches; also allowing them to hold their cherished holdings.
Typically, we provide financial advice and portfolio management services to those with assets over £200,000. If your clients are looking for services at lower levels, we have several alternative options.
Why Wealth Management could be ideal for your clients
Individuals and families come to us for professional Financial Planning advice and Investment Management for all sorts of reasons. We’re here to help your clients create a more secure financial future for themselves and their families.
They’re looking for professional expertise
They want to take control and find the most efficient ways to organise their finances and investments by delegating the responsibility and taking advantage of professional financial expertise.
They want help to reach their financial goals
They have a specific goal in mind, such as saving for their children’s education, paying off their mortgage or consolidating several pensions into one scheme.
Their lives are changing
Something has happened in their lives, such as inheriting money, or is about to happen, such as approaching retirement, and they want to make sure their families are in a secure financial position.
You’re helping them deal with a lump sum
Your clients have received a large sum of money – perhaps from their pension, an inheritance, settlement or business sale – and they want to work out how best to organise and structure their wealth.
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What can you expect?
There’s a lot to think about when developing and implementing financial plans and bespoke investment strategies for your clients. We’ve put together everything that’s involved into these five stages:
Don’t just take our word for it
Providing high quality service to our clients
Range of products and services
90%
are satisfied with the range of products and services provided.
Respondents from our 2024 Private Client Survey
Request a call back
Get in touch with Glenn Baker to discuss our wide range of services and how we can work with you and your clients.
0207 739 8200 (Open Mon-Fri, 9am-5pm)
Charles Stanley is not a tax adviser.