Our specialist Private Client division was created to meet the needs of each and every one of our high net worth clients, make their financial advice totally personal to protect and grow their wealth.
We offer the highest quality service and trusted advice to help plan and manage your financial future. Each client has a personalised plan from own dedicated Financial Adviser, with the backing of a full team of expert financial administrators. We spend the time to understand your lifestyle and aspirations, your short, medium and long-term financial goals and how you can reach them. Whether you require advice on your pension or are looking for specialist investment advice, we have the advisers to help.
How we can help
Below are just a few of the areas where we can help you:
- Financial Planning
- Individual & Family Protection
- Retirement Planning
Below are just a few of the benefits of choosing Wilsons:
- Annual or transactional options
- Knowledgeable and experienced financial advisers
- Friendly and professional support team
- Bespoke solutions for you and your family