Planning

A comprehensive and well considered wealth plan is the key to taking care of your wealth for the long term and for current and future generations.

Our wealth planning team can help you whether you need a thorough review of your finances or specific advice on a particular aspect of your wealth planning needs.

At the beginning of our relationship with you, we want to make sure that we fully understand your circumstances, priorities and both your short and long-term goals. Whatever your situation, we are committed to offering you fair and objective advice.

To find out more, please click on the link below:

www.kleinworthambros.com/en/our-services/planning/

Alternatively, contact Mark Sinclair who is based in our Cambridge office at mark.sinclair@kleinworthambros.com

 

 

 

 

 

Kleinwort Hambros has a wealth of experience in helping individuals, families, entrepreneurs, charities and their advisers to manage their financial assets, whether they are based in the UK or overseas.