Expertise

Wealth and financial planning services with Strabens Hall…

We have significant depth and breadth of expertise, resulting from many years’ experience helping clients resident both in the UK and in other jurisdictions.

Many clients come to us for support in all of their financial affairs on a continuing basis, while others seek advice on a particular issue or project. We adapt our approach to meet individual needs.

Our advisers can assist in the following areas:

Retirement and pension planning, tax-efficient wealth structuring, estate planning, expert witness work, life and ill-health insurance, asset allocation, cash-flow modelling, employee benefits, business financial planning and investment advice.

1

Strategic financial planning

Providing tailored, comprehensive financial planning solutions and in-depth knowledge with technical expertise and tax awareness.

2

Investment advice

Providing clients with guidance when engaging with asset managers and the discretionary private wealth management industry.

3

Corporate planning

Providing business-related financial planning for senior company executives, business owners, directors and more.