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Wealth planning

Cazenove Capital offers a comprehensive wealth planning service that complements our investment management expertise, allowing us to provide an integrated and coordinated approach to managing your wealth, whilst maximising the opportunities available.

Our Wealth Planning advice is tailored to your personal situation, covering areas such as:

  • Retirement planning
  • Investment structuring
  • Financial protection
  • Inheritance tax and estate planning

We can work alongside your existing advisers and where necessary, can recommend specialist law firms and accountants for more complex work.

Retirement planning

Investment structuring

Financial protection

Inheritance tax and estate planning

Create a well-managed retirement

The value of investments and the income received from them can fall as well as rise. Investors may not get back the amount invested.

Contact Cazenove Capital

To discuss your wealth management requirements, or to find out more about our services and how we can help you, please contact:

John Gordon

John Gordon

Business Development Director
Telephone:
john@cazenovecapital.com
James Gladstone

James Gladstone

Head of Wealth Planning
Telephone:
james@cazenovecapital.com