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.
Professional advisers trust us with their clients as we often share common values of service, security and integrity, and always put the needs of the client first. We understand that our clients’ financial affairs are often complex, so we always look for ways in which our services can be integrated with their strategy to complement and enhance the combined offering.
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 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.
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.
Our focus is on ensuring that each client has a clearly defined plan for their wealth, but equally important is the sharing of knowledge so that all parties can pull together for the benefit of the client.
The services described above can involve placing your capital at risk. The value of investments and any income from them may fluctuate and is not guaranteed. Investors may not get back the amount originally invested. References to taxation referred to on this site are those available under current legislation, which may change, and their availability and value depend on individual circumstances. Brown Shipley does not provide tax advice and clients should consider taking professional tax advice before any investment is made.