What is Wealth Management?

Wealth management is more than just investment advice, it encompasses all parts of a person's financial needs. Our wealth management service brings together wealth planning and investment management into one integrated personalised solution, which aims to grow and protect your wealth by helping you to create and maintain a wealth plan that’s tailored to you.

This coupled with our flexible lending solutions can provide you with a wide range of options to support your wealth plan, without disrupting any of  your investment portfolios. It’s the power of these three services working in harmony which creates a fully rounded wealth management solution.

Wealth planning

Our wealth planning begins with your needs and ambitions, with an eye on how they may change over time. We don’t just manage investment portfolios – we consider how we can apply all of our resource to help you with planning for all your aspirations. Regular meetings with your Wealth Planner will help us ensure your plan is up to date and always ready for whatever challenges and opportunities come along.

Learn more about our wealth planning service.

Investment Management

Our investment management service isn’t just designed to preserve and enhance your wealth; it’s designed completely around you. We’ll consider your investment preferences, immediate and longer-term objectives, your attitude to risk and your personal knowledge and experience of investment matters.

Learn more about our investment management service.


Making important financial decisions and making the most of opportunities requires flexible lending solutions. Our lending facilities are designed to blend seamlessly with our other wealth management services, to find swift, creative solutions that are right for you, supporting the delivery of your overall wealth plan.

Learn more about our Lending Services

When it comes to creating a wealth plan, you want reassurance that your money is being managed professionally within the right financial framework. With Brown Shipley’s integrated wealth management solutions you can be sure that we are delivering the services you need and working with you to help you realise your life goals, not just your wealth goals.

Non-Independent Research

The information contained in this article is defined as non-independent research because it has not been prepared in accordance with the legal requirements designed to promote the independence of investment research, including any prohibition on dealing ahead of the dissemination of this information.

How to Use this Information

This article contains general information only and is not intended to constitute financial or other professional advice or a recommendation that any recipient of this information should make any particular investment decision. Always consult a suitably qualified financial advisor on any specific financial matter or problem that you have.

Except insofar as liability under any statute cannot be excluded, neither Brown Shipley nor any employee or associate of them accepts any liability (whether arising in contract, tort, negligence or otherwise) for any error or omission in this article or for any resulting loss or damage whether direct, indirect, consequential or otherwise suffered by the recipient of this article.

Investment Risk

Investing in stocks either directly or indirectly carries investment risk. The value of equity based investments may go down as well as up over time due to factors such as, market volatility, interest rates, and general economic conditions.