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Wealth

Management

You have most likely built your or your family's wealth through hard effort and even sacrifice. You have unique circumstances that must be respected, whilst at the same time ensuring that your objectives of capital growth and income are met.

The Bankfield Wealth Management team has many years of expertise in dealing with complex financial planning issues that include:

Large pension funds
Offshore sources of income
Offshore capital
Multiple trust arrangements
Inheritance tax

Family succession
Capital preservation
Guaranteed income
Property portfolios
Tax planning

Unlike your bank, we are here for the long-haul: your Bankfield adviser will not be replaced every year, and they will remain your first point of contact - no call centres, and a guarantee that we will return your calls.

We are truly independent, and have a transparent charging structure, so there are no hidden fees, and no exorbitant charges built into opaque and limited investment plans.

We accept that your circumstances may be complex, and it will take time to gain your trust. Bankfield is prepared to invest in a long-term relationship with you with the hope of managing your family's affairs down the generations, and being there in your times of need and jubilation.

Naturally you will receive exceptional service that is fully confidential and discrete.

For further information, please complete the enquiry form so a Bankfield adviser can call at a time convenient to you.