Many of life's biggest financial decisions are connected.
Whether you're growing a business, planning for retirement, preparing for a business exit or thinking about the future of your family, the choices you make today can have a lasting impact.
Our wealth management service helps bring those decisions together. We take the time to understand your circumstances, ambitions and priorities, providing clear advice and a long-term plan designed around what matters most to you.
Working closely with our tax, accountancy and business advisory teams, we help ensure your personal finances and wider plans are aligned, giving you confidence to make informed decisions for the future.
Financial planning is about much more than investments.
For many of our clients, personal wealth is closely linked to their business, family and future aspirations. Taking a joined-up approach helps ensure that important decisions in one area support your goals in another.
We can help with:
Whether you're building wealth, protecting it, or preparing to pass it on, we'll help you create a plan that's right for you.
Your relationship remains with the Duncan & Toplis team, who understand your wider financial and business affairs.
We work closely with Castlegate Financial Management, our specialist financial planning business within Kinbrook Group, to provide regulated financial advice as part of our wealth management service.
This gives you access to experienced financial planning professionals, technical expertise and robust advice processes, helping ensure that your financial plan is built on strong foundations and kept under regular review as your circumstances evolve.
For you, it means the benefit of a wider team of specialists while continuing to work with the trusted advisers who know you and your goals.
Many of our clients have spent years building successful businesses. While considerable time and effort often goes into growing the business itself, personal financial planning can sometimes take a back seat.
We help business owners look at the bigger picture.
From extracting value from a business tax efficiently and planning for retirement, to preparing for a future sale or succession, our advisers work alongside our wider specialist teams to help ensure personal and business goals remain aligned.
This joined-up approach helps turn business success into long-term financial security.
Many of our clients are business owners, directors and professionals whose financial lives are closely connected to their businesses, families and future plans.
We bring together the expertise needed to help you make informed decisions across every stage of your journey, ensuring your financial planning supports the wider ambitions you have for your wealth, your business and those important to you.
Whether you're building wealth, preparing for retirement, planning your legacy or navigating a significant life event, we can help you create a clear plan for the future.
Talk to us about your goals and ambitions.
The value of investments can fall as well as rise, and you may get back less than you invest. Our wealth management services are delivered through Castlegate Financial Management Limited, authorised and regulated by the Financial Conduct Authority, FCA number 169777, providing financial planning and investment expertise to help clients protect, manage and grow their wealth.
