UK Wealth

Wealth Planning for Professionals

Our Professionals team provides a high quality, cost-effective wealth management service for legal, accountancy and private equity partners. Our wealth management service is holistic, designed for those whose focus may be on making, rather than managing money and who wish to delegate their long-term financial planning to an experienced partner.

As a partnership-based organisation, we believe we are in a good position to fully understand the complex needs of senior professionals, the multiple financial challenges they face and the conflicting demands on their time. We have developed a service that caters to the specific needs of professionals at the multiple stages of their partnership journey.

 

Simon Tuck, Head of UK Wealth, explains London & Capital's Professional offering

Simon Tuck discusses the Professionals' partnership journey

We provide a personal wealth manager and portfolio manager to run your Personalised Lifetime Wealth Strategy. Our service gives you a segregated investment account, with direct and active investment management. We can also be flexible if you have specific investment needs. We will update you on the progress of your investments through four formal strategic meetings per year, but you can also see your situation at any time through a real-time digital client interface available on PC, Tablet and App.