Wealth Planning

Wealth Planning

With the right plan, you're on the right path

Tailored wealth planning helps you look forward with confidence.
Making the right decisions now can bring peace of mind of a clearer future for you and your family. Together, we'll create a wealth plan that goes beyond simply finances, taking care of what really matters in every aspect of your life.
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A holistic approach
We believe that wealth planning is about more than just money – it’s about achieving your financial objectives and providing peace of mind for you and your family. That’s why we take a holistic approach to wealth planning, focusing on your individual circumstances to create a bespoke plan that is right for you.

We review your plan regularly to make sure it is up to date and always ready for whatever challenges or opportunities come along. This well-rounded and long-term approach means we create meaningful relationships, and look after the needs of families for many generations.
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holistic
Together, we'll create a wealth plan that goes beyond simply finances, taking care of what really matters in every aspect of your life.
confort
Your future is in good hands
Wealth planning allows you to create a roadmap that takes into account all of your unique goals and needs. That's why we offer a comprehensive range of services to help you achieve what you want from your wealth. We can advise you on everything from saving for retirement and investing in a tax-efficient way, to passing wealth on to the next generation and protecting your family financially.
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Our services cover:


Family protection


Investment 
structures


Estate and
inheritance planning


Retirement planning
and pensions


Lifetime cash flow modelling

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How we help you

As a private bank for people who see the world differently, we partner with you to help you to invest in the life you want for yourself and your family, providing insight and introducing opportunities – always putting you first.

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Insights

Here you will find stories that inspire and inform. Access the latest investment views and financial market insights. News from the world of Quintet and about the topics that matter.

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Investment management

Our investment management service isn’t just designed to help you achieve you financial goals; it’s designed completely around you, your immediate and long-term goals, your attitude to risk and even how comfortable you are with making investment decisions.

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Quintet does not offer tax advice to clients and the tax treatment depends on individual circumstances of the client and these circumstances may change in the future.