Cookies on Brown Shipley

The cookie settings on this website are set to ‘allow all cookies’ to give you the very best experience. If you continue without changing these settings, you consent to this – you can change your settings at anytime by viewing our cookie policy

My Brown Shipley
Fetching results...
Category
Year

Personal finance

What is an integrated Wealth Management Solution?

Our Integrated Wealth Management Service brings together wealth planning and investment management to create a plan for clients that is tailored to their needs. It sounds good, but what does it mean in practice?

4 Minute Read
Read More

Personal finance

The Challenges Facing the Buy-To-Let Investor

Whether our client’s source of wealth stems from the sale of their family business or a fine piece of artwork, a common investment for many HNW individuals is residential property.

4 Minute Read
Read More

Personal finance

Expect Great Support for Unexpected Expenditure

Our lending facilities can help build a bridge to your dream home or guide you through challenging life events. Here are two examples which may instigate such a requirement.  

3 Minute Read
Read More

Personal finance

Retirement – What Does The Future Look Like?

The definition of retirement is evolving and although retirement almost certainly means a change of lifestyle, today it rarely means stopping work altogether.  

3 Minute Read
Read More

Personal finance

Helping high net worth individuals navigate the property mortgage market

Unlike the high street banks who apply a tick -box approach to lending, at Brown Shipley we are relationship-driven.

2 Minute Read
Read More

Personal finance

Educational Fee Planning For Grandchildren

Many grandparents will be keen to help with the cost of education for their grandchildren and may already be paying school or university fees directly out of their own income or investments. However, there may be an alternative option to consider; the bare trust.

3 Minute Read
Read More

Personal finance

Selling a Business and Planning for the Future.

4 Minute Read
Read More

Our Wealth Management Service can involve investing your capital which places it at risk. Investment risk means the value of your investments or any income can fluctuate and you may not get back some or all of the amount invested. We recommend our clients seek professional tax advice to understand their personal liability for investment income and/or gains. This will depend on personal circumstances and the prevailing tax rules, which are subject to change.

Cookie & Privacy policy Accessibility FSCS