Quite simply, our Wealth Planning team provides clear and objective financial advice to Private Clients. Our relationship with you begins with a meeting to get to know all about you, your family and your future.  Only by completely understanding your affairs can we begin to create your personal strategy. 

We also understand the complex financial affairs brought to us by our clients, and are mindful that creating, establishing and managing your financial strategy must involve working in partnership with your other professional advisers.

As your life changes, we adapt your strategy to ensure new goals are achieved.  Regular meetings and communication with you ensures your wealth is managed appropriately by our expert consultants.

Arbuthnot Latham has recently been awarded Corporate Chartered Status by the Chartered Insurance Institute (CII). To date, Arbuthnot Latham is the only private bank that has received Chartered Status. This recognition is testament to the quality and dedication our Wealth Planning Team has applied to the development of their knowledge, skills and experience. The achievement of Corporate Status is a mark of great distinction and is only awarded to firms that are focused on raising standards of knowledge, capability and ethical practice within the industry. It confirms that we have satisfied the most rigorous qualification criteria by recruiting and retaining highly qualified staff who subscribe to the membership conditions of the Institute.

Advantages of appointing Arbuthnot Latham as your Wealth Planner:

• Truly independent, unbiased advice, to ensure you receive access to optimum solutions designed to meet your objectives and needs
• Clear structure of bespoke solutions
• Long-term relationships based on real understanding
• Advice from a qualified Chartered Financial Planner, supported by a highly experienced team
• Solutions are based on a ‘Whole of Market’ approach; we do not manufacture or sell our own products
• We work in partnership with your professional advisers
• Our Chartered Financial Planners are the legal agent of you, the client; not of the bank
• Strictly transparent fees, with a clear structure

Wealth Planning, by its very nature, is wide ranging and covers many different issues. We work with you and your other professional advisors to explore these nine essential areas:

• Lifestyle 
• Budgeting
• Liquidity
• Protection
• Borrowing
• Retirement 
• Tax Planning
• Investment
• Estate Planning

At the outset of our relationship with you, we make sure that our clients are comfortable with the way we work.

The following documents show:

• Details of Our Cost and Services
• Your rights as a client of Arbuthnot Latham
• Best Execution Policy  
  

We look forward to welcoming you as a Wealth Planning client of Arbuthnot Latham