WEALTH PLANNING
With the right plan, you’re on the right path
At Brown Shipley, wealth planning is about more than managing assets—it’s about safeguarding your legacy. Our bespoke approach ensures that every aspect of your wealth is aligned with your life goals, family priorities, and aspirations for future generations
With a deep understanding of your unique needs, we deliver solutions that combine precision, expertise, and foresight.
We use all of our tools and expertise to help you meet your financial goals, so you can live the life that you want.
Wealth Management with Brown Shipley:
Why choose Brown Shipley?
Our experienced Client Advisors will work with you to create a tailored solution that meets the needs of you and your family. Here's a short introduction as to what you can expect when you choose us as your Wealth Management partner.
Wealth planning approaches
We believe that effective wealth planning begins with a comprehensive understanding of your personal and financial circumstances. At Brown Shipley, our approach incorporates every facet of your wealth to provide integrated and tailored solutions.
- Personalise financial assessments: We evaluate your current wealth structure to identify opportunities and risks.
- Strategic wealth allocation: Aligning your investments, assets, and income streams with your long-term goals.
- Global expertise: Leveraging insights from our parent company, Quintet, to provide access to world-class resources and investment opportunities.
By considering your entire financial picture, we ensure that your wealth is managed efficiently and sustainably.
Comprehensive retirement planning
Our advice goes beyond the here and now. Your pension fund is a very valuable asset and we provide comprehensive solutions for your retirement. We can advise on scheme suitability and contribution strategies, plus other options to make the most of your pension.
Tax-efficient savings
Helping you achieve what you want from your wealth is one of our core objectives, and we’re able to advise on tax-efficient savings, while retaining the level of cash flow you require for your lifestyle.
The tax and regulatory landscape often changes and we know your financial circumstances and priorities may also change. As your wealth management partner, our Client Advisor and Wealth Planners will meet you regularly to advise on how best to structure your affairs.
Estate planning and asset protection
Preserving and transferring wealth is one of the most important aspects of financial planning. Our estate planning solutions are designed to protect your assets and ensure a seamless transfer of wealth to your chosen beneficiaries.
- Succession wealth strategies: Structuring your estate and provide clarity for your heirs.
- Trusts: Flexible tools for managing family wealth and your assets across generations.
- Asset protection: Safeguarding your wealth against unforeseen risks while maintaining control over its distribution.
Long-term wealth planning
At Brown Shipley, our wealth management solutions focus on supporting your long-term financial objectives. We do this through:
- Diversified investment strategies: Mitigating risks through a carefully constructed portfolio tailored to your objectives.
- Reviewing your plan: Adapting to changes in your circumstances and market conditions to maintain alignment with your goals.
- Sustainable wealth solutions: Incorporating environmental, social, and governance (ESG) principles into your financial strategy.
Our commitment is to provide you with the confidence and clarity to enjoy your wealth today and for future generations.
How we can help you
Whatever your situation, we help you plan for a prosperous future. We help you:
- Make a dedicated tailored wealth plan - We create unique strategies that identify potential challenges as well as opportunities that give you the best chances of success.
- Inheritance tax mitigation - We have a number of options to help you reduce your inheritance tax liability. Our Wealth Planners can also work with your solicitor to discuss appropriate Will and Trust structures to help you pass on your wealth tax efficiently.
- Retirement planning - We offer pension planning to help ensure that your pension meets your objectives, so you can live out your retirements with peace of mind.
- Comprehensive approach - we’re able to build bespoke teams around you to deliver a planning-led approach that encompasses our three core services of Wealth Planning, Investment Management and Lending Solutions.
- Experts you can rely on - We’re here to answer your questions about Wealth Management.
An award-winning Wealth Manager
We always aim to provide our clients with excellent service, so we are delighted that we were recently awarded a five-star rating at the 2024 Celebration of Investment Awards. This prestigious award, chosen by readers of the Financial Times and Investors’ Chronicle, recognises our strong performance, good ethical practices and excellent customer service which sets us apart from our peers.
Ready to chat to one of our experienced Client Advisors?
We understand that the purpose of wealth - today and for future generations - is always deeply personal. Discover what our Wealth Management services can do for you and your family. Fill in the form below and arrange a call with one of our Client Advisors.
To receive advice and to become a client of Brown Shipley, you must have a minimum of £1m of investable assets.
Why choose Brown Shipley for wealth planning
With over 200 years of expertise in private banking and wealth management, Brown Shipley offers a trusted partnership. Our tailored approach, combined with a deep commitment to excellence, ensures that your financial ambitions are supported at every stage.
Discover how our wealth planning services can provide peace of mind and clarity for your financial future.
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Case study: Wealth Planning ahead of retirement
Questions about Wealth Planning
What is the difference between Wealth Planning and Investment Management?
Investment Management is the service of managing a portfolio of investments, for example, stocks, bonds, funds, private equity and commodities, aiming to achieve agreed goals such as capital growth. Investment Management is most effective when working as part of an overarching wealth plan.
Do you provide Inheritance Tax (IHT) planning services?
Yes. We provide advice on all aspects of our client’s financial situations, we can help assess any potential IHT liability and provide general advice regarding the options that help mitigate and/or pay the liability. We normally work with a client’s tax adviser to maximise the effectiveness of IHT planning. Where required, we can introduce a client to an appropriate tax specialist.
What can I expect from your Wealth Planning service?
We create a dedicated wealth plan tailored to the needs of each client to reassure our clients that their money is being managed professionally and within the right financial framework. Our dedicated Wealth Planners will make sure each client has a long-term plan with an efficient investment strategy to manage their overall wealth. Our Wealth Planners will encourage you to think about planning for your retirement, efficient ways to pass on your wealth and how to guard against unexpected risks.
What areas of Wealth Planning do you advise on?
Mr & Mrs Flood
Since moving to Brown Shipley, we have found a great level of personal service. Any questions we have are answered almost instantly and review meetings are arranged at a time and place to suit us. We are confident our wealth is in great hands.
*Subject to qualifying criteria.
Our Wealth Planning Service can involve investing your capital, which places it at risk. Investment risk means that the value of your investments or any income can fluctuate and you may not get back some, or the entire amount invested. We recommend that you seek professional tax advice to understand your personal tax liabilities. This will depend on personal circumstances and the prevailing tax rules, which are subject to change.
Tax planning is not regulated by the Financial Conduct Authority or the Prudential Regulation Authority.
IHT rules of England & Wales are subject to change.