Listen. Plan. Deliver.

In the complex world of wealth management, our approach is remarkably simple.
Our services
Integrated wealth management solutions.

Our clients can experience an integrated wealth management service
tailored to their needs and circumstances.

Our core offering can bring together wealth planning and investment management recommendations to create a wealth plan that helps you make those decisions important to you. We work together, guided by your wealth plan and carefully incorporating any changes in your circumstances, to help you reach your goals. We can also incorporate our flexible lending solutions to provide you further options for your wealth plan, which don’t necessarily require any disruption to your investments. It’s the power of our three services working in harmony that achieves the best results for you and your family.

wealth planning
Wealth Planning
Your bespoke wealth plan aims to deliver on your personal and financial goals, both now and in the future.

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Investment Management
It’s not just where you invest your money. It’s about you; your current situation, your future objectives, your risk appetite, your experience of investing and your desired level of involvement.
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Integrating seamlessly with
our other wealth management
services, we offer well thought
out and flexible lending solutions
to help the delivery of your
wealth plan.
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Our approach.
Our focus is on your financial objectives and what you want from your wealth. Our three core services cover all areas of wealth planning investment management and lending, to give you a complete, rounded service under one roof.

Your hopes and circumstances are unique, so it makes sense that the plan for your wealth and the team serving you is too. We build a bespoke plan and team to provide the expertise you need, working collaboratively with any professional partner where necessary to complement and enhance their service to get the most out of your plan now and in the future.

Our personal approach means we take the time to get to know you, your family and your interests, so that we can understand your requirements and ambitions. And in a continuous cycle of understanding what you want from your wealth, we keep on listening so you can be assured we can best suit your needs as they change over time.


Bringing together our core services of wealth planning, investment management and lending, we create bespoke solutions with your very best interests at heart, as we never forget that it’s your money we’re looking after. Dependent upon your specific requirements, the nature of investment management subjects your capital to risk. Our focus is on what you want from your wealth, and our strength is delivering the services you need and working with you to help you realise your life goals, not just your wealth goals.





A clear, unified way forwards.

We look to complement the professional services our clients receive during business opportunities and life’s milestones by working collaboratively with a number of professional partners.


Investment services for your clients.

Our focus on building
strong relationships means
many financial planners
value our investment
offering as an extension
of their service.
Ms Rowe
Brown Shipley has a gift for making complex financial matters easier for me to understand, which I see as a great asset. I have always felt that my finances are in a safe pair of hands."
Brown Shipley Client
"I have been very happy with the level of advice and support our Client Advisor has provided. They always take the time to explain things clearly and deal with any queries promptly, and they have listened to what I have to say. The management of my portfolio has so far met my expectations"

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of the Brown Shipley story.

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Learn more about our services.

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Investing puts your capital at risk

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