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Wealth Management

wealth-managment

Meeting the needs of the wealthy and those aspiring to become wealthier

Bankfield’s discrete Wealth Management Service caters for individuals and families that appreciate highly professional financial planning, long-term relationships and impeccable customer service.

Our clients include some of the wealthiest families in the UK that have complex financial circumstances, multiple income streams, offshore interests and property portfolios.

To speak to a member of our team in complete confidence and with no obligation, please call us on 0116 253 5600 or complete the enquiry form to request a call back.

We blend the traditions of ethics, honesty, reliability and integrity with forward thinking and innovative advice.  Our priority is to protect your hard-earned wealth, secure your income and ensure your legacy is passed down the generations in the most tax-efficient manner.

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Whatever your interests or appetite, we will draw upon our high-level connections & contacts to bring to you unique and exclusive investment opportunities, as well as using more traditional methods to manage and build your wealth.

We understand that it will take time to gain your trust. Bankfield is prepared to invest in a long-term relationship with you with the hope of managing your family’s affairs down the generations, and being there in your times of need and jubilation.

The Bankfield Wealth Management team has many years of expertise in dealing with complex financial planning issues that include:

  • Large pension funds
  • Offshore sources of income
  • Offshore capital
  • Multiple trust arrangements
  • Inheritance tax
  • Family succession
  • Capital preservation
  • Guaranteed income
  • Property portfolios
  • Tax planning

We regularly engage with clients who have been let down by their banks, having received poor service and empty promises. We are here for the long-haul:  your Bankfield Wealth Adviser will not be replaced every year and they will remain your first point of contact – no call centres and a guarantee that we will return your calls.  You will even be given your adviser’s personal mobile number, in case you need to speak to them outside of office hours.

The Bankfield Wealth Management Team is made up of highly qualified and specialised Independent Financial Advisers (IFA) who apply our unique formula of wealth creation and preservation to elevate our clients’ wealth to the next level and beyond.

We are truly independent, and have a transparent charging structure, so there are no hidden fees and no exorbitant charges built into opaque and limited investment plans.

See what our clients say about us

Inheritance Trust Planning and Tax Planning are not regulated by the Financial Conduct Authority. Tax treatment is based on individual circumstances and may be subject to change in the future.