Brompton Private Wealth adds value and specialises in providing a comprehensive, advice-based approach to asset management and tax planning. We do this in conjuncture with a wide-range of related products and services to support our clients through long-term relationships, ensuring and maintaining personal financial security and the facilitation of an effective transfer of wealth to the next and following generations.

Some frequently considered objectives are:

To maintain financial security and minimize administration.

Creating a financial plan that sees you through the different life stages - to enable access to tax effective income and capital, if and when required.

To consider risk management in terms of an investment management approach (IMA) and related aspects of liquidity/accessibility.

The potential reduction of exposure to Inheritance tax (IHT) and the opportunity to pass on wealth to the next and following generations.

A review to consider a relevant and tax effective Will, through a referral to a service that is separate and distinct to those offered by St. James’s Place.

Providing access to increased deposit rates and increased security.