Wealth
Independent wealth planning for individuals, with investment advice and portfolio management services for individuals, families and their offices.
How we can help
Helping to shape better financial futures
Wealth Planning
Progressive, independent advice for individuals and employees.
Advice has the highest impact when it’s tailored to your life, your relationships and your values. Our highly respected advice team is experienced in advising a whole range of people on their financial needs. We work alongside them to create bespoke, transformative solutions. Although the issues we specialise in are often complex, our responses are far from it. We prioritise simplicity and transparency, taking a flexible but focused approach to wealth planning.
Our expertise ranges from pensions and tax issues through to inheritance planning, investments and protection.
Isio Private Capital
Investment services and managed accounts
We support family office and individual investment needs in a way that is completely different from traditional Wealth Management providers, helping clients navigate challenges unique to families including wealth preservation for future generations, liquidity and good governance.
Powered by a £300bn track record of assets under advice, our 160-strong investment team draws on over 20 years of heritage from KPMG and Deloitte to provide industry-leading investment advice and portfolio management services.
Our clients benefit from the support from an independent provider who assesses the entire investment market to create a bespoke, best-in-class portfolio tailored to your unique needs.
Pension Scheme Member Advice
Our Member Advice Team empower your employees and pension scheme members with retirement planning guidance and, if required, advice. Their targeted, jargon-free support provides excellent value while building trust, improving outcomes and giving members the best experience possible.
The team can support with:
- Retirement options, such as early retirement, annuities or drawdown
- Scheme options, such as pension increase exchange and/or bridging pension options
- Switches and transfers
- Redundancy advice
Key people
Mark Campbell
Head of Wealth Proposition
Rob Agnew
Partner & Head of Private Capital
Jen Norris
Director
Get in touch
Talk to us today to see how our bolder thinking can get you better results.