0161 484 6789

What We Do

Individuals & Families

With so many different investment options available, it can often seem overwhelming to know which one suits you and your family best. Our four stage process covers a personalised financial review, future plan, investment proposal and ongoing portfolio management.   We take time to listen and understand your financial position, lifestyle and outlook.  We then discuss this with you and produce a plan for the future.

Having assessed your attitude to risk and considered your tax position we then recommend an investment portfolio that is appropriate for you and your objectives.

Our flexible approach to investments means we can adapt your portfolio to changes in your personal circumstances helping your assets grow with you throughout your life.

Our Chartered Wealth Mangers will keep you fully aware of how your investments have performed via regular meetings and quarterly reports.

Individuals & Families

With so many different investment options available, it can often seem overwhelming to know which one suits you and your family best. Our four stage process covers a personalised financial review, future plan, investment proposal and ongoing portfolio management.   We take time to listen and understand your financial position, lifestyle and outlook.  We then discuss this with you and produce a plan for the future.

Having assessed your attitude to risk and considered your tax position we then recommend an investment portfolio that is appropriate for you and your objectives.

Our flexible approach to investments means we can adapt your portfolio to changes in your personal circumstances helping your assets grow with you throughout your life.

Our Chartered Wealth Mangers will keep you fully aware of how your investments have performed via regular meetings and quarterly reports.

Professional Advisers

We know how valuable and important your client relationships are and how difficult they are to build. Our discretionary investment services for IFAs can help you focus on your core planning and advice process.  Our portfolios include Global Equity Model and an AIM service to help with IHT planning.  We can also build tailored investment solutions for you and your clients depending on specific parameters.

We have experience working with private client, corporate and family lawyers.  Whether helping to manage client assets following a settlement or business sale, or simply to help wind up an estate. We can help you streamline your services so that you can free up more time and focus on your client.

We work with:

  • Family Lawyers
  • Corporate Lawyers
  • Private Client Lawyers

Whether your client has sold a business, received an inheritance or simply has money to invest, our Chartered Wealth Managers can work with you and your client to build a tax efficient investment strategy.

Professional Advisers

We know how valuable and important your client relationships are and how difficult they are to build. Our discretionary investment services for IFAs can help you focus on your core planning and advice process.  Our portfolios include Global Equity Model and an AIM service to help with IHT planning.  We can also build tailored investment solutions for you and your clients depending on specific parameters.

We have experience working with private client, corporate and family lawyers.  Whether helping to manage client assets following a settlement or business sale, or simply to help wind up an estate. We can help you streamline your services so that you can free up more time and focus on your client.

We work with:

  • Family Lawyers
  • Corporate Lawyers
  • Private Client Lawyers

Whether your client has sold a business, received an inheritance or simply has money to invest, our Chartered Wealth Managers can work with you and your client to build a tax efficient investment strategy.

Trustees & Charities

Our experienced team will work closely with trustees and build a portfolio that meets the specific requirements set out within the `policy statement`. The requirements of most trusts do differ, that’s why we spend time to identify specific needs and apply them to our investment recommendation and strategy.

Trustees & Charities

Charity trust fund managers - S&T Wealth Management

Our experienced team will work closely with trustees and build a portfolio that meets the specific requirements set out within the `policy statement`. The requirements of most trusts do differ, that’s why we spend time to identify specific needs and apply them to our investment recommendation and strategy.