Developing and implementing strategies to protect and manage wealth for families and wealth creators.

The wealth planning team supports aspiring and wealthy clients to develop and implement strategies to protect and manage their wealth. We spend a great deal of time and energy to understand our clients' goals – a strategic approach which we have found to be key for long-term success.

Our team of strategists and technicians supports an array of clients ranging from those with simple to complex affairs, including domiciled individuals and UK tax residents. We also support those arriving and leaving with UK-based assets.

Stonehage Fleming Wealth Planning is regulated by the FCA and authorised in the UK to provide regulated advice across investments, pensions and insurance. This means we can suggest products and investments from other companies and provide access to other services from Stonehage Fleming.

For more information click on our brochure.