I’ve received an inheritance,
how do I invest it?

I am so grateful for the valuable advice my adviser provided and for taking the time to speak with me. He’s truly a great adviser and I will recommend him to my friends and family in the future.

Building for your future

When someone cares about you enough to leave an inheritance, it’s even more important to do the right thing. Your inheritance has the potential to change your financial future, so you want to ensure that this lump sum is a blessing, not a curse.

Knowing that you want to invest your inheritance is a step in the right direction. Now, all you need is someone to advise you on where best to place this newfound money.

How we can help

During what is an emotional time in your life, you need someone who will talk to you with empathy and not overwhelm you. Our advisers understand what you’re going through and will go at your pace.

They’ll understand what you want from this money. Are you investing for growth? Investing for retirement? Investing for an income? Or just to reach your financial goals? From there, they’ll understand your risk tolerance and form a strategy to reach your desired goal.

The Financial Conduct Authority does not regulate estate planning.

The value of pensions and investment and the income they produce can go down as well as up and you may not get back the full amount that you originally invested.

Past performance is not a guide to future performance.

  • Identifying your goals We won’t just stick your inheritance in a fund and get on with it. We get to know you and build a plan based on your goals.
  • A weight off your shoulder You’ve got a lot on your plate. We’re that voice at the end of the phone who will safely take care of your finances.
  • Understanding your options Not all your inheritance has to be invested. By getting to know you, we’ll identify how much you can afford to spend, save and pay off debts.

The value of advice

Yes, we offer professional advice and take care of your worries, but our value goes beyond that.

We turn the complex into something simple and enable you to understand your finances. We deal with sensitive solutions with empathy and build a relationship formed of trust. Value might be hard to quantify, but we make it look easy.

More of life’s big questions

Our work encompasses all of life’s major events and we have specialist advisers on hand to navigate your worries.

Can I understand how much money I need to retire?

We know the retirement process like the back of our hands, so there’s no team better equipped to advise you.

Are my investments delivering what I need them to?

Delegate to someone who has experience in delivering what you need from your investments.

How do I make sure my family is secure if I die or fall ill?

Plan ahead to avoid money worries piling up and reaching a point where you’re unable to do anything yourself.

How can I get a mortgage to find my dream home?

Our team of independent mortgage advisers will put their heart and soul into finding the right mortgage for you.

Is equity release the right option for me?

Equity release is a big decision. So big, in fact, that you don’t want to make the decision alone.

How can I take money from my business tax-efficiently?

We’ll work together to achieve the best outcome because we care about you personally and your business.

What do I need to think about when it comes to selling my business?

We’ll be there through every twist and turn, from the first potential sale to telling your employees and beyond.

I’ve received an inheritance, how do I invest it?

Our advisers will go at your pace, advising you on where best to place this newfound money.

How can I minimise the amount of tax paid when I die?

We’ll plan ahead to ensure that more of your wealth goes to the people you choose, rather than the tax office.