Who we help

We have 15 offices across the UK in Altrincham, Birmingham, Bridgend, Cardiff, Diss, Edinburgh, Glasgow, Leeds, London, Manchester, Norwich. Nuneaton, Peterborough, Southampton, and Turnbridge Wells. Our advisers can meet with you virtually, or in-person at an office, your business or in the convenience of your own home.

Receiving an inheritance often raises questions around:

A wealth manager can help you make informed, long-term decisions and avoid costly mistakes made during emotional or unfamiliar situations. As a UK-focused wealth manager, our financial planners are specialists in UK estate and IHT planning and can help you understand the different options you can manage your inherited assets.

You can, but it can be complex. Financial planning involves:

Many people choose professional advice to benefit from working with a professional adviser bringing clarity, confidence, and peace of mind.

Yes. Financial planning often includes:

Our specialist team, Brooks Mortgages can help find mortgage and insurance options that are most suitable for you.

Yes. We help UK families plan how wealth is managed, protected and passed on across
generations.

Our approach supports families in defining long-term objectives, balancing current needs with future intentions, and structuring investments in a way that reflects the UK inheritance landscape, including inheritance tax (IHT) considerations. This may include planning around lifetime gifting, succession objectives, retirement income and the long-term stewardship of family wealth.

While we do not provide tax or legal advice, our financial planning is delivered with a strong understanding of the UK context. We work closely with clients’ accountants, solicitors and other professional advisers to help ensure intergenerational plans are well coordinated and aligned with each family’s goals and values.