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Supporting your ambitions in life

What is wealth management?

Wealth management is a holistic approach to managing the financial resources and assets of affluent, high-net-worth (HNW), and ultra-high-net-worth (UHNW) individuals and families. It involves expert integration of several financial planning and investment management disciplines to grow, preserve, protect, and pass on wealth tax-efficiently. Please be aware, tax treatment varies according to individual circumstances and is subject to change. Also, estate planning is not regulated by the Financial Conduct Authority.

The best of both worlds

Wealth management services combine the expertise of both Quilter Cheviot's financial planners and investment managers. It's a more integrated and holistic approach, providing an overarching wealth management strategy that can make a real difference in your financial journey. 

What does a financial planner do?

They provide a tailored plan and financial advice, ensuring your money is structured correctly and in the right place to grow. A financial planner should be as essential as using an accountant or lawyer when needed.

What does an investment manager do?

They adopt a bespoke approach to your investments, skilfully seeking to grow and preserve your wealth while ensuring your personal objectives and risk attitudes are met.

The benefits of a combined approach to wealth management

Seamless service delivery

A joint approach simplifies your journey, removing the need to deal with several different companies to achieve your unique financial goals.

Breadth of experience

Combining experts means access to dedicated specialists and teams, including researchers, analysts, paraplanners and portfolio managers.

A more tailored approach

Together, we will discover your investment needs and preferences, allowing our team to deliver bespoke services tailored to you.

What are your financial goals?

Our wealth management service can typically help our clients achieve any of the following financial goals.

Creating wealth

Ensuring you maximise your standard of living for when you are ready to stop working so hard.

Protecting wealth

Protecting you and your family's standard of living against the unexpected.

Managing wealth

Making the most of tax-efficient investment opportunities so that money is available when you want to spend it.

Business wealth

Helping small and medium-sized enterprises to grow and become more profitable.

Preserving wealth

Preserving the value of your estate for the benefit of your family.

Retaining wealth

Retaining more of your hard-earned money by protecting you against paying unnecessary taxes.

How wealth management works

We start by getting to know you - your circumstances, financial goals, and life ambitions. We end with a tailored financial plan detailing the steps to achieve your goals or overcome complex financial matters. And our ongoing money management services will help to adapt your strategy to changes in your life, the economy, and financial regulations.

Our financial planning advice process

Get your complimentary initial consultation

Whatever stage you’re at, get a complimentary initial consultation to understand if our wealth management service is right for you.

Book a consultation

The value of your investments and the income from them can fall and you may not recover what you invested.