Rethinking
Wealth
Management
Delivering quality professional advice and a high level of personal service, based on trust and client understanding.
Our highly qualified financial planners have a wealth of experience and knowledge and are able to advise on the most complex of financial planning matters.
Where trust and integrity meet wealth management excellence
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Inheritance Tax Mitigation
Ensure that our clients’ wealth is inherited tax efficiently by loved ones, by providing clear and comprehensive advice to reduce or eliminate inheritance tax.
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Financial Protection
Identify and implement the protection needed for our clients, their families, and their business, to provide peace of mind in the event of an unexpected event, such as critical illness or death.
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Pension Planning
We help our clients to identity their longer-term aspirations and formulate a tax efficient plan to help them to achieve the best retirement.
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Investment Management
Initial design, implementation, and ongoing monitoring of a clear and comprehensive investment strategy, commensurate with the agreed appetite for risk and time horizon, to help our clients achieve their capital growth and income objectives.
We’re proud of what we do
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The approach we take
Traditionally independent financial advisers and wealth management companies have been transactional led, meaning that they have a significant input in the…
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Our investment beliefs and methodology
Our Investment Committee was established to initially select and monitor on an ongoing basis the performance and service provided by our investment…
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Why our clients choose us
We understand that we are in a highly privileged position working with you on your financial needs and towards attainment of your life aspirations. Both…
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Insights and case studies
Our case studies are a sample of how we work with our clients, and what we can achieve with our approach putting honesty and integrity first.
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Our highly qualified financial planners have a wealth of experience and knowledge and are able to advise on the most complex of financial planning matters. All our financial planners are either Chartered or are in the process of working towards Chartered status.
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Latest Case Studies
Our case studies are a sample of how we work with our clients, and what we can achieve with our approach putting honesty and integrity first.
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“ Planning is bringing the future into the present, so that you can do something about it now. ”
Alan Lakein. American author — Harvard Business School
We are Ocaris