Expertise
- Personal Tax
- Wealth Management
- Inheritance Tax IHT
- business advice
- Estate planning; Wills; LPA’s;
- Foreign Exchange Hedging
- INvestment management
- Protection and Insurance
- Mortgage
- cashflow modelling
- Pension advice & transfers
- Exit planning and strategy
- Financial advice for directors
Summary
Private Label Wealth provides integrated wealth planning, bespoke investment management and private banking services to entrepreneurs, private individuals and families.
Above all, we make things happen.
Private Label Wealth has brought together a team of experienced, successful entrepreneurs and financial experts.
We understand that our clients want to deal with equals, not employees. That’s why our team are entrepreneurs with many years’ experience of overcoming the challenges that successful individuals and companies frequently face.
We understand the importance of looking at the bigger picture: business and family finances are often two sides of the same coin.
We work by forming long-term, mutually beneficial relationships with our clients. Private Label Wealth will not just be your wealth and investment manager, but also a trusted adviser and strategic partner.
Private Label Wealth is independent and totally focused on just one thing: the success of our clients. We can be completely flexible in the solutions and technology we use, as well as the partners we work with, to help you protect and maximise your wealth.