Wealth Management

As Independent Financial Advisers with specialist experience in the field of personal injury, our financial advice encompasses all areas of wealth management. The meticulous planning and project research procedures we have developed for our work on personal injury cases transfers seamlessly into proposals for independent wealth management clients. We take the time to understand each client’s current circumstances, objectives and aspirations. By tailoring your plan to your needs, we will make best use of your finances to achieve your goals.

Strategic Investment Partners

Nestor uses leading investment fund managers and analysts to make sure clients’ financial needs are met in these difficult economic times. The strategic investment partners that work with the firm are required to complete an annual due diligence assessment, so you can be assured that they will exceed your expectations. These partners hold no commercial interest in the firm, nor we in them, and all transactions are analysed to ensure that they do not create any conflict of interest. We are committed to ensuring our that clients receive the best possible wealth management opportunities available, anywhere in the world.

Liontrust-FINAL Liontrust Fund Partners LLP is a wholly owned subsidiary of Liontrust Asset Management Plc. Liontrust Asset Management, which was founded in 1994, is an independent fund management group whose shares are quoted on the London Stock Exchange. We manage UK, European, Asian and Global equities, Global credit and Multi-Asset.
7IM 7IM was set up in 2002 to work with financial advisers and planners. They say they are in business for, “the independent, innovative, ‘common sense’ provision of investment advice, management and platform facilities to financial intermediaries and their clients.”
quilter2 Quilter Cheviot has a heritage that can be traced back to 1771 and they are one of the UK’s largest independently owned discretionary investment management firms. They work with private clients, trustees, charities, pension funds and their professional advisers to provide personalised and professional investment management services for investors who wish to have their portfolios managed on a bespoke basis, with their investment manager taking responsibility for investment decisions within the portfolio.
AXI_logo_164 Axa Wealth International is a leading provider of offshore investments which operate from the secure tax efficient environment, with a commitment to providing outstanding customer service and exceptional financial products.
caterallen Cater Allen provides the kind of banking experience that you won’t find elsewhere, the Cater Allen Private Banking services are designed to allow easy, fast access to a range of accounts to suit individual needs, along with the security of being part of the Santander Group, one of the 10 largest banks in the world.
closebrotherslogo Founded in 1878 Close Brothers has a long and distinguished history characterised by a consistent and conservative approach to financial services which has ensured its resilience through economic cycles. Today the Close Brothers Group is a leading specialist financial services group and one of the 200 largest UK companies listed on the London Stock Exchange. We view our role as stewards of wealth and strive to achieve the highest levels of service excellence in every aspect.
praemiumlogo Established in Australia in 2001, Praemium has grown to be a market-leading provider of investment platforms, portfolio administration and CRM solutions with offices in Australia, the UK, Jersey and Hong Kong. Praemium launched its services into the UK market in 2008, where it is now one of the fastest growing discretionary platforms available. Praemium provides platform technology that allows adviser firms and Investment Managers to efficiently deliver discretionary and fund management to their clients
mbredlogo Metro Bank launched in July 2010 as the first new high street bank in more than 100 years. The revolutionary UK bank offers personal and business banking services, with a focus on providing unparalleled levels of service and convenience. Based in London and the South East, stores are open 7 days a week, 362 days a year, 8am – 8pm, Monday to Friday, 8am – 6pm Saturday and 11am – 5pm on Sundays and bank holidays. In just under six years it has grown to over 700,000 business and personal accounts, across 41 stores.

Important Information

  • Tax treatment is dependent upon individual circumstances and may be subject to change in the future.
  • Past performance is not a reliable indicator of future results.
  • The value of your investment and any income from it may go down as well as up. You may not get back the original amount you invested.