Becoming a Client

Becoming a Client

Wealth well managed - that is what we know our clients require, and understanding your ambition lies at the heart of our service. Everything we do for you is wholly individual. We care about every client; there are no standard answers.

At Brown Shipley you will benefit from the convenience of finding your investment management, wealth planning and banking needs under one roof. Your affairs will be looked after by an experienced individual; they will build a strong relationship with you. Our services are generally for clients/families whose investible assets are in excess of £500,000, and in this section you can read more about who our clients are.

Our clients trust their assets to us because our core values are personal service, security and integrity. They translate into the modern practice of wealth management.

If you would like to find out how we could assist you, please call one of our offices for a confidential discussion. Alternatively complete the brief, confidential enquiry form below.

Fields marked with an asterisk (*) are mandatory.
Name*
Contact telephone number
Contact email address*
Postal address
Post Code*
Preferred method of contact
What services are you interested in from Brown Shipley?
Please indicate your preferred Brown Shipley Office

Please note before submitting your query, Brown Shipley normally takes deposits for new clients in excess of £500,000. If your investment is less than this amount please complete the additional notes section below to indicate which service you are interested in before we contact you.

Please check this box if you would like to receive further service and/or other updates from Brown Shipley. We will not pass your details on to any third party or partners.