Financial Planning

Financial planning is a key component for a comprehensive wealth management strategy.  Our service focuses on the individual and their family, their current circumstances and future needs.  A clear understanding of all these issues, allied to a long-term perspective, is key to any recommendations we make.

Here is the opportunity for our clients to discuss openly their financial priorities, while we assemble the expertise that can bring those plans to fruition.  Financial planning is the glue that binds together the whole spectrum of wealth management services at Brown Shipley – from UK and offshore investments to setting up trusts with your solicitor, life assurance and all forms of IHT mitigation.

        - A unique and independent personal service

        - Free initial meeting and clear, fee-based charging structure

        - Comprehensive financial review

        - Tax efficient onshore and offshore investments

        - AIM, EIS, Woodland and VCT investments

        - Estate planning and IHT mitigation >> AIM Portfolio Service

        - Life assurance

        - Tax deferral structures