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Personal finance

Bespoke and flexible lending solutions

Learn more about our lending capabilities through some recent case studies which we have recently advised upon and successfully implemented.

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Personal finance

Top 10 Financial Planning Tips for High Net Worth Indiviuals

Roger Clark, Head of Wealth Management, and Rebecca Williams, Client Director at Brown Shipley, share their top tips to help you plan for the future you want for yourself and your loved ones.

5 Minute Read
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Personal finance

Pensions – an income for life or funding for the next generation?

Whilst it may seem a long time ago, the Budget of 2014 heralded the most significant change to the pensions system seen in generations.

6 Minute Read
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Personal finance

Improving your tax efficiency

We examine the ways you can make savvy investment decisions, a family affair.

5 Minute Read
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Personal finance

As the tax year end approaches… so do opportunities for the new tax year

As 5 April 2019 approaches it presents an opportunity to consider taking advantage of tax allowances and reliefs, available both before the end of the current tax year and at the start of the new tax year.  Here we highlight some of the more significant planning opportunities for consideration.

5 Minute Read
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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
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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
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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
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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
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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
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