Global wealth strategies

We are a team of specialists, providing tailored wealth strategies for UK and International clients.
Our combination of specialist skills, knowledge and experience means that we reach well beyond the scope of other firms and our clients enjoy the benefits of highly efficient, bespoke solutions to their wealth strategies.

We provide a full and highly personalised financial planning service, focussed entirely on the creation and preservation of our clients’ wealth.

At Specialist Solutions, our first priority is to develop and agree a wealth strategy with each client. This is time-consuming and involves us in gaining a detailed understanding of a client’s personal and family plans, aspirations and constraints. We use our tax and investment planning expertise to develop options and make a particular point of using plain English to explain the options. Our focus is to assist our clients to make a clearly informed choice.

Specialist Solutions plc is independent, is authorised and regulated by Financial Services Authority and has Chartered Status. We work closely with specialist firms of tax professionals with expertise not only in UK tax but also in cross-jurisdiction and foreign tax systems.

We are at our best when helping our clients by: developing wealth strategies, designing bespoke solutions, advising on tax strategy and, where appropriate, advising on non-UK interests.

The Financial Services Authority does not regulate Trusts, Taxation Advice and some Offshore Investments