Our track record of forming strong relationships with lawyers, accountants and corporate finance firms is based on seamless collaboration. We take the time to listen to our clients’ requirements in order to provide and deliver a structured wealth plan, drawing upon our wealth planning and investment management services, as well as flexible lending solutions where required.
Having wealth planning, investment management and lending expertise in a single provider is not just convenient and cost-effective, but essential in providing clients with a comprehensive service. Our expertise spans the following areas:
We understand the expertise, complexities and sensitivities required in providing a specialist, personalised service that has the interests of the client at its very heart. Our specialist teams are knowledgeable in advising and managing large compensation awards for court of protection and personal injury clients and trusts. We’ve built a reputation for taking the time to listen to gain a deeper understanding of each party, which is why we’ve developed a number of effective long-term partnerships with appointed deputies of the awarded compensation.
We work collaboratively with the aim of ensuring a lifetime of care and wellbeing is delivered for the client, providing reassurance that their needs are being looked after. Professional deputies who work with us not only trust in our specialised abilities and service, but also in our empathy and our integrity. We can offer protection advice, cash flow modelling and periodical payment order checking, depending on a client’s individual needs, while regular reviews ensure we’re always aware of how we can adapt to best meet long-term objectives.
We’ve helped generations of families handle their business matters, getting to know them and their companies in order to provide truly tailored advice. Ensuring a smooth transition to the next generation is paramount and we have extensive succession planning experience, which extends to the use of Family Investment Companies as a tax efficient way of passing wealth down generations.
We guide families or private clients through life’s milestones such as death, divorce or inheritance, via our core services of wealth planning, investment management and lending.
We provide sensitive and professional support to clients working closely with many family lawyers, and can look to provide lending facilities to assist clients through their divorce proceedings. This can be used to help fund legal fees.
We work closely with trustees to ensure that we fully understand the risk mandate and investment objectives of their respective charities. This extends to fully understanding the investment principles, challenges and aspirations of the charity to ensure our services are fully tailored to their ongoing needs.
We work in partnership with Corporate Finance professionals, including lawyers and accountants, to engage with clients who are looking to sell their business. We’re on hand to provide expert guidance and structure pre and post-sale.
This includes collaborating with our professional partners and the client to ensure they’re prepared with a structured wealth plan and road map for the future.
James is an experienced advisor and has spent many years providing relationship based financial planning to private clients, businesses, charities and trusts. At Brown Shipley, James established a service dedicated to planning for retirement for clients wishing to understand how best to utilise the pensions, investments and other assets. He is also a Chartered Financial Planner and an elected Fellow of the Personal Finance Society.
Phone: 0115 945 7553
Anne has been the Head of our Birmingham office since January 2011. Having established the team in Birmingham, Anne continues to be responsible for leading the team alongside managing a client portfolio with a variety of high net worth and ultra-high net worth clients, including a number of business owners and entrepreneurs. Before joining Brown Shipley, Anne previously held positions at NatWest in private banking and financial planning, and then Coutts.
Phone: 0121 200 0685
Andrew is responsible for managing the investments of charities, trusts, corporate and private clients in Yorkshire and across the United Kingdom. A trained equity analyst, he joined Brown Shipley in 1998 as a Director in charge of the Yorkshire office. Andrew is a member of Brown Shipley's Investment Policy Committee which oversees the research and asset management.
Phone: 0113 261 5430