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Complex Wealth. Expert Guidance for Confident Decisions

Managing significant wealth can be rewarding, but it often brings complex financial challenges. From multi-asset portfolios and international investments to tax efficiency, succession planning, and business ownership, the more your wealth grows, the more intricate the decisions become.

At Findawealthmanager.com, we specialise in helping clients navigate complex wealth situations with clarity and confidence. Our experienced advisers take a holistic approach combining financial planning, investment management, and strategic advice tailored to your goals. We understand that every client’s circumstances are unique, and we can help you find the best firms to design solutions that balance growth, protection, and flexibility.

Whether you’re managing family assets, preparing for retirement, selling a business, or planning an intergenerational transfer, we can help you find the insight and structure needed to make confident, informed choices that can work alongside your accountants, lawyers, and trustees to ensure every aspect of your wealth strategy aligns seamlessly.

Choose Findawealthmanager.com for access to discreet, expert guidance and a trusted partnership built on integrity, precision, and genuine understanding. Complex wealth deserves simple, smart solutions, and that’s exactly what we deliver.

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More reading about your situation:

Family Investment Companies

Family Investment Companies

With the current tax environment in the UK being fluid and subject to change, Family Investment Companies (FICs) offer a flexible and tax-efficient way to preserve and grow wealth for future generations.

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We give you access to a wide range of companies

We know each firm intimately, particularly their specialities and proven capabilities – enabling you to fast track through the industry with ease and insight.

  • AAB Wealth
  • Amicus Wealth
  • Bordier UK
  • Brown Advisory
  • Brown Shipley
  • Canaccord Genuity Wealth Management
  • Cazenove Capital
  • Charles Stanley & Co. Limited
  • Credo Wealth
  • Evelyn Partners
  • Hottinger & Co. Ltd.
  • James Hambro & Partners
  • Julius Baer
  • Kingswood Group
  • LGT Wealth Management
  • Mirabaud & Cie (Europe) SA
  • Mole Valley Asset Management
  • Nedbank Private Wealth
  • Netwealth
  • Oakglen Wealth Limited
  • Partners Wealth Management
  • Plurimi Wealth
  • Quilter Cheviot
  • Rathbones
  • RBC Brewin Dolphin
  • Rothschild and Co
  • Ruffer LLP
  • Seven Investment Management (7IM)
  • Tribe Impact Capital
  • Tyndall Investment Management
  • UBS

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