Investment News
Quarterly and monthly updates to ensure you remain up to date with the changing markets and economic environment.
Wealth Management
Having a portfolio of investments tailored to your needs is key to our wealth management planning.
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.
Our approach
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 need, 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.
Our services
- 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
If you would like to know more about our wealth management services, please get in touch today.
 | 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 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 |
Private Client Newsletter: November 2020
Our latest private client newsletter focuses on the potential impacts of the EU exit on individuals. From the implications on immigration, international private wealth, Capital Gains Tax (CGT) or what it could like ahead for the economy, this issue discusses the changes ahead.
The economy & your investments
Join us for our monthly webinar series 'The Economy and your Investments', where our Chief Investment Officer and Chief Economist discuss the landscape for investors in 2021.
National contacts
David Baker Partner - Chief Investment Officer
George Lagarias Chief Economist - Financial Planning
More Private Client
Succession and Estate Planning
“What if I want to leave a lasting legacy for my loved ones?”
Lifetime Cashflow Modelling
We all live increasingly busy lives, so finding time to plan and manage our future finances actively can be challenging.
International Private Clients
“What if my tax affairs require jurisdiction-specific advice?”
Retirement Planning
To ensure you are in the best possible position to enjoy your retirement, it's essential to plan now.
Financial Planning
Recognised by the FT Adviser as one of the Top 5 firms in the UK for Financial Planning, we believe your future is more than just finances; it's about the life you want to lead.
Property Investments
“What if I need tax advice for my property?”
Private Clients
Whatever your stage of life, career path or goal, our aim is simple – to help you turn your what ifs into hows.
Private Client Thank You
Thank you for your enquiry. One of our team will be in touch shortly.
Private client tax
“What if I could make my wealth more tax-efficient?”