Wealth planning

Be prepared for what is to come.

Our expert wealth planners will work with you to understand your current circumstances and devise a plan to help meet your needs and aspirations.By considering both your personal and professional objectives, your investment options.

For individuals, families and corporate small and medium-sized enterprises we seek to find effective ways to grow, protect and pass on wealth. We cover a number of advisory areas:


To ensure the security of your family in case anything happens to you we offer a range of insurance solutions for your consideration.

Savings and Investments

Whether seeking to preserve and grow wealth over the long term or meet specific spending needs, such as school fees, we offer regular and lump-sum investment solutions tailored to your objectives. 

Retirement planning

New pension regulations provide more flexibility and choice than ever before. We will aim to find solutions to maximise your retirement savings while you are still earning and then put in place strategies that seeks to provide a secure financial future in later life. 

Estate planning

Without careful consideration and planning, inheritance tax can have a substantial impact on your family’s assets. We help you find appropriate ways to pass on your wealth efficiently as well as consider the implications of any decisions within your overall financial plan. Kleinwort Hambros Group does not provide tax advice. The level of taxation depends on individual circumstances and such levels and bases of taxation can change. You should seek professional tax advice in order to understand any applicable tax consequences.