Knowledge

Guide to preserving and protecting your wealth

Download your free guide and discover the value of financial planning and investment advice in today’s challenging economic environment.

Planning for tomorrow

If you’re concerned about the impact of high inflation and economic recession on the value of your wealth, then you’re not alone.

Download this guide to explore what UK high-net-worth individuals think about the impact of these issues on their financial plans – and what we can all do to stay focused on our long-term goals.

  • What concerns high-net-worth individuals about the future value of their wealth.
  • How high-net-worth individuals are approaching wealth preservation with key Investment Management and Financial Planning insights. 
  • High-net-worth individuals’ attitudes to financial advice.

Download your guide to preserving and protecting wealth

We store your data in accordance with data protection legislation and our privacy notice. You can unsubscribe at any time by clicking the link in our emails or emailing us.

Protecting your wealth in turbulent times

Watch The Spectator’s economics editor Kate Andrews and business editor Martin Vander Weyer – along with Charlotte Lambeth, Director of Private Clients at Charles Stanley – as they help navigate yet another year of economic instability.

Watch now

Inflation may be falling, but 2023 looks set to be another difficult year for the British economy. How can you take back control of your finances? And what is the best way to protect your wealth and preserve it for the next generation? Listen to this engaging discussion to help you be more informed.

More insights

Article
How to plan and protect your family wealth
By Louis Coke
Senior Investment Manager
01 May 2023 | 7 min read
Article
A good financial plan can help you weather the financial storms
By Harry Bell
Financial Planning
01 Jul 2023 | 7 min read
Article
A case study: buying a property abroad
By Aaron Gibbs
Personal Finance Commentator
20 May 2024 | 8 min read

Our services

Be sure about your financial situation, now and later in life; with personalised financial advice and bespoke investment portfolios.

Wealth Management Service

Entrust your dedicated Financial Planner and Investment Manager to provide you with a holistic financial plan and personalised investment strategy.

  • We’ll explore your financial requirements to create a plan that matches your individual needs and goals.
  • We'll give you confidence in your investment decisions based on your investment strategy.
  • We’ll form a secure financial future for you and your loved ones.
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Holistic Financial Planning

A carefully designed financial plan can give you the freedom to do even more of the things you want to do and maybe even things you never thought possible.

  • We'll create a financial plan that matches your individual needs and objectives.
  • We can help you become more tax-efficient with your savings with our range of planning tools and techniques.
  • Professional expertise on hand to organise your investments to ensure you are comfortable with your financial decisions.
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Bespoke Investment Service

Entrust a dedicated expert to make investment decisions on your behalf. We’ll monitor and adjust your portfolio to make sure you don't miss out on opportunities or are exposed to unnecessary risks.

  • We'll construct a bespoke portfolio based on your circumstances and investment objectives.
  • You’ll have direct contact with your Investment Manager, so you can speak to the person responsible for your portfolio.
  • Enjoy the peace of mind knowing your investments are being continuously monitored and adjusted.
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Download your guide to preserving and protecting wealth

We store your data in accordance with data protection legislation and our privacy notice. You can unsubscribe at any time by clicking the link in our emails or emailing us.