Private Clients

YOU AND YOUR FAMILY

We offer our clients long term, multi-generational financial planning. Whilst no two clients are the same, common ambitions are to:‚Äč
 
  • Secure a comfortable income in retirement.
  • Manage their investment assets tax-efficiently and provide a secure income whilst safeguarding capital.
  • Ensure their family including older relatives, can access the right medical treatment and care.
  • Support their children and grandchildren in their lifetime.
  • Protect their dependants in the event of illness or death.
  • Manage their estate planning in the most tax-efficient way.

Our clients want to be able to talk to us about their current and future financial needs. They want to be confident we are listening, that we understand and that we can create a solution bespoke to them which will be kept on track and adjusted as their circumstances change.

Sean Walsh
Investment & Advice Director

We are regulated by the Financial Conduct Authority and are a chartered firm which recognises our professional business standards. Our people are employed by Ergowealth. We are remunerated by a clear, transparent fee structure. Consequently our clients can be confident that their goals and ours are aligned.