You need a wealth manager who understands you, your life and your finances and who will find the best structures and investments to fit them.
I’VE WORKED HARD FOR MY MONEY. NOW I WANT IT WORKING HARD FOR ME.

You need a wealth manager who understands you, your life and your finances and who will find the best structures and investments to fit them.

Good wealth management – the type that you want, of course – is about two things. Understanding money – markets, investment structures, tax, protection, risk etc. And understanding you.

The first is fairly useless without the second. You need someone who takes the time, and has the insight, to fully understand who you are, what’s going on in your life now, and guide you to thinking about the longer term too.
Then you need someone with the expertise to take that information and come up with a financial plan that draws on the full range of options. Our expertise in both onshore and offshore financial structuring means you get the best fit for your medium and long term financial well-being.

If you’ve been putting off getting your financial planning in order, or would just like a fresh take, we can be the wealth manager you need. A conversation with us could be very fruitful. You can start that here.
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BROADER HORIZONS MEAN BETTER CHOICES…

With our extensive knowledge of both onshore and offshore investment products, we can give you the options that are most tax efficient and best suit your circumstances.

Our Products Include

Collective Investment Accounts

Take full advantage of your annual Capital Gains Tax Allowance.

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Pensions

Give your pension the active management it needs.

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ISAs

Make the most of this handy tax-free investment vehicle.

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Discounted Gift and Loan Trusts

Be guided by us to minimise your estate’s Inheritance Tax liability.

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International Porfolio Bonds

A flexible vehicle for offshore investing.

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Protection Insurance

Protect yourself/your family/your estate.

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If you’ve been putting off financial planning, or would just like a fresh take, we can be the wealth manager you need.

Sycamore Wealth