Private Client & Tax
We advise across the full spectrum of private client wealth matters, from succession planning, Wills, lasting powers of attorney, trusts, to the UK and international tax-related issues. [read more]
Family and matrimonial
We represent a range of national and international clients experiencing family issues. We provide practical and robust advice tailored to you and your family’s circumstances. [read more]
We support clients through commercial and residential property transactions, from property sales and purchases, to obtaining planning consent, and handling landlord and tenant issues. [read more]
Financial advisory services
We provide wealth planning and investment advice, from helping you to manage multiple investment managers, creating a lifetime financial plan, planning your retirement to passing on your wealth. [read more]
Our Private Wealth offering provides a fully integrated range of advisory services including legal, tax, financial and wealth planning - in a single, seamless solution.
Whether you need something simple, like drafting a Will, or something more complex, like advice on restructuring multi-jurisdictional personal and business assets – we can help.
Our clients range from high-net-worth individuals, business owners and entrepreneurs with complex, financial affairs to more modestly wealthy individuals and families with simpler requirements. We offer all of our clients, whether in the UK or abroad, a holistic, complementary range of solutions through a single managed service.
Our services include legal, tax advisory, disputes and compliance, wealth planning, fiduciary, corporate finance and private office - to assist in growing, preserving and protecting our clients’ wealth.
We remove the complexities and risks of you having to personally ‘project-manage’ services from multiple advisers – including lawyers, accountants, financial advisers and investment managers. Our Private Wealth offering protects you from navigating the world of professional services alone, by bringing together all relevant advice in one place.
Whether you are a business owner or entrepreneur with complex financial affairs, or an individual looking for legal and wealth management support – we can help. Our experts will support you throughout your wealth journey - from starting out in accumulating wealth, to protecting wealth, through to wealth divestment (whether in retirement or simply passing on to the next generation).
Complex sale of high-value property with deceased co-owner
Planning for retirement: tailored cashflow modelling based on our client’s needs
Planning for a family in South-East Asia
Pre-nuptial agreement for international, high-value assets
Future provision for a family in accordance with Sharia law
Richard Brazier / Director / Cardiff , London
Kerry Graham / Partner and Head of Family and Matrimonial / Bristol
Robert Young / Partner & Consulting Actuary / London
Robert Payne / Managing Associate / London
Oonagh Alen-Buckley / Partner / London
M +44 (0) 7841 477 210
D +44 (0) 20 8767 8336
Susan J Williams / Partner and Head of Family Department / Cardiff
Sarah Baguley / Managing Associate, Private Client / Cardiff
Eleanor Bing / Associate / London
M +44 (0) 7841 477 229
D +44 (0) 20 7759 1438
Hema Sharma / Managing Associate / London
M +44 (0) 7704 158 011
D +44 (0) 20 7759 1370
Susan Morris / Partner, Residential Conveyancing / Bristol
M +44 (0) 7849 843 243
D +44 (0) 1174 501 181
Andrew Williams / Managing Associate / Bristol
M +44 7849 834110
D +44 117 930 7550