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Wealth Planning


Maximising your financial performance


Wealth Planning

Maximising your financial performance

We offer sensible, impartial and reliable wealth planning advice to meet our clients’ short, medium and longer term objectives and commitments.

Our experienced advisors help you plan how to increase and preserve wealth. They’ll suggest ways to use accrued wealth to meet your financial commitments and to distribute wealth after your death. We focus on optimum tax efficiency.

Ours is a completely personalised and objective wealth planning service. Our advisors are highly qualified and experienced.  Your dedicated Weatherbys advisor will assess and respond to your particular needs in areas such as life and health protection, pension planning, investments, retirement and inheritance tax planning.

We are also happy to work with your existing advisers to secure the best outcomes. For more information, please contact the Wealth Planning team on +44 (0)207 2929 025.