Tel:  01895 717 747

Wealth Management in London for those that plan ahead.

Empowering UK resident clients for over 20 years with our strategic approach.

Plan ProficientlyLive AbundantlyGive Generously

Could 40% of what you’ve built end up with the taxman instead of your family?

7 Common Estate Planning Traps for British Retirees

Trusted by Clients who Think Long-Term.

★★★★★
"You're always courteous, patient, professional and knowledgeable explaining complex investments in easily understandable language."
Mr & Mrs V Tierney
★★★★★
"We went through our finances looking at every detail before deciding on our plan. Since then, we've had plenty of regular income and we're enjoying our retired lives. We leave the worrying to you and trust you to do what's best."
Mr & Mrs B Martin
★★★★★
"You look after all our investments and both our trusts. We're very comfortable with our position and our potential. Keep up the good work!"
Dr & Mrs Mitchell
★★★★★
"You're always courteous, patient, professional and knowledgeable explaining complex investments in easily understandable language."
Mr & Mrs V Tierney
★★★★★
"We went through our finances looking at every detail before deciding on our plan. Since then, we've had plenty of regular income and we're enjoying our retired lives. We leave the worrying to you and trust you to do what's best."
Mr & Mrs B Martin
★★★★★
"You look after all our investments and both our trusts. We're very comfortable with our position and our potential. Keep up the good work!"
Dr & Mrs Mitchell

Protecting Wealth. Preserving Legacy.

Providing bespoke management solutions for high-net-worth individuals and families, combining investment expertise, strategic planning and personalised guidance to help you achieve your long term financial objectives.

Advanced Retirement Planning & Capital Accumulation

For aspirational clients that wish to build capital now, to buy freedom later.

Confident Estate Planning & Inheritance Tax Mitigation

For lifetime secure clients that wish to lower inheritance tax on their assets.  

Progressive Investment & Portfolio Management

For return seeking clients that wish to build real value in their investments. 

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Providing Smart Access to Your Assets.

Designed for clients - one secure login to your wealth information. View your financial position at any time.

Accessible anywhere, on any device, our client portal consolidates your financial life in one secure place. Instantly view up-to-date snapshots of your assets, liabilities, investments, retirement plans, and protection accounts. All designed to give you a complete picture of your wealth at a glance.

Specialist guidance for when wealth, family, and future intersect. Providing clarity around complex decisions, protecting what you’ve built, and helping you plan with confidence for generations ahead.

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Specialist Private Wealth Limited is a company registered in England and Wales No. 04524366.   Authorised and regulated by the Financial Conduct Authority No. 441386.

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