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What we do

What we do

From investment management to retirement planning, Inheritance Tax planning, and wealth transfer, we’ve got it all covered - with an adviser supporting you every step of the way.

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Plus, tap into the expertise of two of the UKs biggest financial names

Our partnership with two of the UK’s most respected financial institutions - Schroders and Lloyds Banking Group - lets us offer services that go beyond the typical financial advice firm. 

  • Take advantage of world-class investment opportunities
  • Leverage insights from leading fund managers
  • Access funds designed specifically for Schroders Personal Wealth clients
  • Benefit from financial advice tailored to your needs

Supporting you through all life events

Starting a family

  • Passing on wealth
  • Bereavement
  • Saving for retirement
  • Divorce
  • Starting to invest
  • In retirement
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Starting a family

Nothing compares to the joy of welcoming a new baby into your family. But along with all the excitement comes new financial responsibilities. Now, you’ve got your little one’s future to think about—not just your own.

To give you peace of mind, you need advice you can trust. That’s where we come in. 

While you focus on birth plans, baby names and nursery colours, we can build a financial plan that focusses on your family’s future, so you can enjoy the moments that matter most. 

Pregnant women and man standing near an open window

Starting a family

Nothing compares to the joy of welcoming a new baby into your family. But along with all the excitement comes new financial responsibilities. Now, you’ve got your little one’s future to think about—not just your own.

To give you peace of mind, you need advice you can trust. That’s where we come in. 

While you focus on birth plans, baby names and nursery colours, we can build a financial plan that focusses on your family’s future, so you can enjoy the moments that matter most. 

Starting a family

  • Passing on wealth
  • Bereavement
  • Saving for retirement
  • Divorce
  • Starting to invest
  • In retirement
Pregnant women and man standing near an open window

Starting a family

Nothing compares to the joy of welcoming a new baby into your family. But along with all the excitement comes new financial responsibilities. Now, you’ve got your little one’s future to think about—not just your own.

To give you peace of mind, you need advice you can trust. That’s where we come in. 

While you focus on birth plans, baby names and nursery colours, we can build a financial plan that focusses on your family’s future, so you can enjoy the moments that matter most. 

Pregnant women and man standing near an open window

Starting a family

Nothing compares to the joy of welcoming a new baby into your family. But along with all the excitement comes new financial responsibilities. Now, you’ve got your little one’s future to think about—not just your own.

To give you peace of mind, you need advice you can trust. That’s where we come in. 

While you focus on birth plans, baby names and nursery colours, we can build a financial plan that focusses on your family’s future, so you can enjoy the moments that matter most. 

Meet some of our advisers

Whether you’re just starting to save, planning for retirement, or thinking about inheritance, our team of 300+ advisers is here to help you figure out where you’re headed and how to get there.

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Alice Harmer

Advises on all aspects of financial planning, including pensions and retirement, investments, protection and estate planning.

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Richard Allan

Chartered Financial Planner with 25 years' experience of financial planning with advanced qualifications in IHT planning.

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Alex Gaita

Chartered Financial Planner with IHT expertise and a strong record in specialist investments, especially Business Relief.

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Damien Goodall

Chartered Financial Planner specialising in investments, protection, pensions and retirement planning, IHT and estate planning.

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Katie Nutting

Areas of expertise include divorce planning, pension planning, investments, taxation, financial planning, savings, and protection.

Excellent all round service. Very understanding of my needs. Administered throughout in a highly professional unbiased way.

Bryan

Good understanding of my situation and needs. Immediate access to my money if required. No pressure selling and the ability to track my investments on a daily basis if I want to.

Chris

A genuinely deserved 5 star rating based on many years with SPW and the ongoing professional, proactive and friendly support and advice provided by Rhydian Griffiths.

DAC

Reliable company providing competitively priced products. Helpful and clear advice from informative advisers.

Elizabeth

Start with a free, no-obligation consultation with our team.

No hidden fees—only pay if you choose to move forward with your personalised plan.

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