Wealth Planning

Lifetime financial planning including pension strategies can help you to protect the long-term future of your assets and meet your own specific objectives.

Brown Shipley specialises in bespoke wealth management for you and your family

We specialise in bespoke wealth management services for individuals and families. Expertise and experience, combined with a comprehensive service and long-term outlook has allowed us to look after the needs of individuals and generations of families.

Wealth planning is at the centre of the client relationship and goes hand in hand with our investment management and banking services offering a dedicated, innovative and expert in-house service that is designed to provide bespoke solutions.

Our Wealth Planners are holistic advisers and can advise clients on all areas of planning; risk management, savings and investment, tax efficiency, retirement planning, inheritance tax planning. Our advice is supported by a life time cash flow which is regularly updated to reflect changing income and capital values, income and expenditure needs.

Our dedicated resources allow us to act in the best interests of our clients when circumstances change. We will always endeavour to anticipate changes that may present opportunities.

Our Service 

We are keen to see how we can help you. The best way to do this is to sit down and discuss your requirements.

Our aim is to grow and protect your wealth by helping you to create and maintain a wealth plan that is personal to you. You will meet a wealth planner and an investment manager on a regular basis - working together to achieve your objectives.

We believe that it is crucial to fully understand our clients’ aims and objectives, both financial and non-financial, before we invest their money. Working with our clients, we establish their current financial situation, consider their goals and ambitions and identify the most suitable course of action. We bring this together in a wealth plan which is regularly updated both in writing but also, importantly, in client meetings.

If you decide to join us we can then offer you:

  • Advice integrated with our other services and led by experienced and qualified Private Client Directors/Manager in close cooperation, where applicable, with your dedicated Brown Shipley adviser

  • On-going, proactive support

  • A robust process that, at its heart, places your needs and the suitability of our advice above all else


The value of investments and any income from them may fluctuate and is not guaranteed. Investors may not get back the amount originally invested. Past performance is not a reliable indicator of future results. Currency fluctuations may cause the value of underlying investments to go up or down. Changes to interest rates can affect the value of high yielding bonds. The yield generated is subject to fluctuation and is not guaranteed. The value of any tax benefits will be dependent on individual circumstances and may be subject to change.