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Bespoke wealth management with a personal service – Brown Shipley private bank

We can offer you a comprehensive wealth management service tailored to meet your specific requirements. Wealth planning, investment management and banking can all be provided to ensure your financial needs are catered for. Our business is built on trust - for over two centuries our clients have trusted us to deliver a personal service appropriate for their exact requirements.

Our Wealth Planning services ensure that our clients consider their overall financial position before investing any money with us so any recommendation is made in the context of our clients' specific situation and wider objectives. Our experienced advisers ensure that our clients have a long-term plan with an appropriate tax efficient investment strategy, encouraging them to think about planning for their retirement, efficient ways to pass on their wealth and how to guard against unexpected risks.

Our investment services are designed exclusively to preserve and grow our clients’ wealth. These are personally managed by one of our experienced investment professionals who consider our clients’ investment preferences, immediate and longer-term objectives and any personal knowledge or expertise of investment matters. Wholly bespoke solutions can be arranged on a discretionary managed or advisory basis to provide our clients with a choice as to the levels of involvement they have in managing their investments.

Our Wealth Planning services ensure that our clients consider their overall financial position before investing any money with us so any recommendation is made in the context of our clients' specific situation and wider objectives. Our experienced advisers ensure that our clients have a long-term plan with an appropriate tax efficient investment strategy, encouraging them to think about planning for their retirement, efficient ways to pass on their wealth and how to guard against unexpected risks.

Please call one of our offices to arrange an informal but confidential meeting. Alternatively, please complete the form below and we will contact you.

Our services are generally for clients/families whose investible assets are in excess of £500,000.  You can read more about the diverse range of clients we serve here.

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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.

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