About you

Wealth planning with Strabens Hall…

Your circumstances are unique. We ensure that our integrated financial planning and investment advisory services are adapted to meet your specific requirements.

Our clients’ changing circumstances dictate the way we approach our work. We start with a blank sheet of paper and an open mind, and we invest our time understanding your situation and objectives. Only when we have a clear idea about what you wish to achieve, and why, do we apply our expertise, ensuring that our recommendations are tailored to your circumstances. Many clients engage us to advise on all of their financial planning matters on a continuing basis, while others only require advice on a particular issue. Our experience includes advising clients resident in the UK and overseas, including Hong Kong, South East Asia and Europe.

Our clients engage us to advise on a wide variety of matters, including:

Changing circumstances

You have concerns about your future. Whether you are about to sell a business, retire, receive an inheritance, are facing a divorce, or moving to a new jurisdiction, it is likely that you will need advice on how to plan your future.

Strategic decisions

Your circumstances and your long-term objectives are changing. You need the services of an experienced adviser who can take a broad overview of all the issues affecting you and help you to make decisions.

Investment management

How should your cash and investments be allocated? How do you select suitable managers? How many managers should you engage? Should you allocate to passive funds as well as to active fund managers?

Professional advisers

You are a professional with a client who needs independent financial planning or investment advice. Collaboration defines our approach. Your client may wish to engage with us directly and we are also happy to accept instructions from you on their behalf.