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Wealth Planning
Making the right decisions now can bring peace of mind of a clearer future for you and your family. Together, we'll create a wealth plan that goes beyond simply finances, taking care of what really matters in every aspect of your life.

Investment Management
Our investment service isn’t just designed to help you achieve your financial goals; it’s designed completely around you, your immediate and long-term goals, your attitude to risk and even how comfortable you are with making investment decisions.

Lending
Making important financial decisions and making the most of opportunities requires flexible lending solutions. Our facilities are designed to blend seamlessly with our other wealth management services, to find swift, creative solutions that are right for you.
IMPORTANT INFORMATION
Information correct as of March 2026.
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Investing involves risks and the value of investments may go up or down.
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Business & Tax planning are not services regulated by the Prudential Regulation Authority or the Financial Conduct Authority.
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This document is for information purposes only, does not constitute individual (investment or tax) advice and investment decisions must not be based merely on this document.
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We recommend that you seek professional tax and legal advice to understand your personal tax liabilities. This will depend on personal circumstances and the prevailing tax rules, which are subject to change.
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Brown Shipley and its employees cannot be held liable for any loss or damage arising out of the use of (any part of) this document.
This document is designed as marketing material. This document has been composed by Brown Shipley & Co Ltd (“Brown Shipley”). Brown Shipley
is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Registered in England and Wales No. 398426. Registered Office: 2 Moorgate, London, EC2R 6AG.
This document is for information purposes only, does not constitute individual (investment or tax) advice and investment decisions must not be based merely on this document. Whenever this document mentions a product, service or advice, it should be considered only as an indication or summary and cannot be seen as complete or fully accurate. All (investment or tax) decisions based on this information are for your own expense and for your own risk. You should (have) assess(ed) whether the product or service is suitable for your situation. Brown Shipley and its employees cannot be held liable for any loss or damage arising out of the use of (any part of) this document.
The contents of this document are based on publicly available information and/or sources which we deem trustworthy. Although reasonable care has been employed to publish data and information as truthfully and correctly as possible, we cannot accept any liability for the contents of this document, as far as it is based on those sources.
Investing involves risks and the value of investments may go up or down. Past performance is no indication of future performance. Currency fluctuations may influence your returns.
The information included is subject to change and Brown Shipley has no obligation after the date of publication of the text to update or amend the
information accordingly. Accordingly, this material may have already been updated, modified, amended and/or supplemented by the time you receive or access it.
This is non-independent research and it has not been prepared in accordance with legal requirements designed to promote the independence of investment research, and that it is not subject to any prohibition on dealing ahead of the dissemination of investment research.
All copyrights and trademarks regarding this document are held by Brown Shipley, unless expressly stated otherwise. You are not allowed to copy, duplicate in any form or redistribute or use in any way the contents of this document, completely or partially, without the prior explicit and written
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