Wealth Management

Our investment services for high net worth individuals ensure your wealth is managed expertly, giving you financial security whether your goals are to target income or for long term capital growth.

Private Wealth Management

Having a portfolio of investments tailored to your needs is key to our wealth management planning.  

We take time to understand your situation and define your short and long-term ambitions whilst providing flexibility for your investments to change with your circumstances. Whatever you needs, our investment solutions are designed to achieve optimal return, within your own tolerance to risk.

Our in-house investment analysts study economic and market developments to ensure you are positioned to take advantage of opportunities as they arise and protected when we see risks rising in stock markets.

Protecting Private Client Wealth Newsletter

How we can help:

  • Discretionary investment management
  • Portfolios for pensions, ISAs, and Trusts 
  • Portfolio review 
  • Performance attribution
  • Benchmarking

Our expertise

We pride ourselves on building strong personal relationships to understand your aspirations fully. This allows us to explore various investment options that will be the right fit for now and the future.

We understand that it is a privilege and a responsibility to manage our clients’ investment portfolios. Our investment management services aim to strike the right balance between pursuing higher investment returns whilst guarding against unnecessary risks.

Get in Touch

Call us on 07990 527585 or complete the form below to find out more about how we can help you plan for the future.

Your personal data is collected by Mazars in the United Kingdom, the data controller, in accordance with applicable laws and regulations. Fields marked with an asterisk are required. If any required field is left blank, it will not be possible to process your request. Your personal data is collected for the purpose of processing your request.

You have a right to access, correct and erase your data, and a right to object to or limit the processing of your data. You also have a right to data portability and the right to provide guidance on what happens to your data after your death. Finally, you have the right to lodge a complaint with a supervisory authority and a right not to be the subject of a decision based exclusively on automated processing, including profiling, that produces legal effects concerning you or significantly affects you in a similar way.

Mazars Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. In the event that you are dissatisfied with a recommendation we have made you may be entitled to make a complaint. We have a complaints procedure that is available on request. If you wish to register a complaint please contact us:

In writing: The Compliance Officer, Mazars Financial Planning Limited, 45 Church Street, Birmingham, B3 2RT
By Phone: 0121 232 9605
By E-mail: mfp.compliance@mazars.co.uk

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk

Want to know more?

Related Pages

Big Ben Parliament

The Economy & Your Investments

Our monthly 'The Economy & your Investments' webinar series with George Lagarias and David Baker.

Retirement header.jpg

Financial Planning for Retirement

As life expectancy continues to rise, retirement could span more than 30 years. To make sure you are in the best possible position to enjoy your retirement, it’s essential to plan now.

Lifetime cashflow header.jpg

Lifetime Cashflow

We all live increasingly busy lives, so finding time to actively plan and manage our future finances can be challenging.