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Enjoying a life well lived

The cornerstone of our professional advice process is our award-winning wealth planning service for high-net-worth individuals. Understanding your financial goals, needs and wishes lies at the heart of this and our experienced wealth planning team can work with you to help you achieve your aspirations.

Wealth planning

A financial roadmap for life

By listening carefully to your goals and aspirations and understanding what you hope to achieve, we can develop a strategy for your wealth. Creating your own personalised wealth plan offers you a picture of your current situation and a view of what your future could hold. The ability to see your financial resources set out clearly can highlight potential opportunities and show you what you can afford to do with your life. Our aim is to simplify your finances to help you get from where you are today to where you want to be.

Get in touch today

Find out how we can help you.

Who we help

We work with high net worth individuals and their families around the globe

  • Our locations

    With offices in the UK, the international finance centres of the Isle of Man and Jersey, and a representative office in the United Arab Emirates, our experienced wealth planners can help you wherever you’re based in the world.

  • How we help

    Whatever the source of your wealth, there’s an opportunity to maximise its potential through wealth planning.

    If you own a business, have various high income streams, or assets in different countries, our experienced team can advise you on the best course of action for your specific situation.

    Our onshore and offshore capabilities are particularly helpful if you have assets in different parts of the world.

Designs for life

Planning for the unexpected

Life is full of unforeseen twists and turns wherever you are in your journey. Whether you’re building your career and climbing the property ladder or easing into retirement and looking out for the next generation – our wealth planning service can help you make more informed decisions.

  • Wealth structuring

    The range of financial options can be daunting, but our wealth planners will help you navigate these to find the best solutions for you and your family.

  • Retirement planning

    Building a retirement fund is the most efficient way to invest and save for your future and ensure you enjoy a life well lived.

  • Estate planning

    Talking about money can be hard – but our wealth planners can help you find that balance between living your life well now and leaving a legacy for the future.

Frequently asked questions

Blueplanet Private Wealth

What is a wealth plan?

A fully bespoke wealth plan provides a valuable picture of your overall financial situation, it includes cashflow as part of the analysis.

What are the benefits of wealth planning?

Wealth planning services can help you manage your wealth in the most efficient and effective way to achieve your financial goals and aspirations.

How much does it cost to create a wealth plan?

The initial discussion and creation of a wealth plan are complementary for high net worth clients, if you choose to invest with us any updates to your plan will also be free.

Are there different types of wealth planning?

Wealth planning can include investment management, wealth structuring, risk management, estate planning, retirement planning and legacy planning.
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First steps

Let's talk about you

You may be preparing for retirement. You may want to help out your children or leave a lasting legacy, or you may be expat. Talking with our experienced wealth planning team can help these thoughts take shape and determine your financial goals. Our wealth planners will spend time with you gathering information on your existing finances, family circumstances and business interests before we agree the most suitable means to achieve those goals.

The work involved in creating your wealth plan is important as it can guide how you invest today and help you with planning for tomorrow – impacting your lifestyle and influencing your tax and estate planning decisions. Thinking through your total wealth will help ensure you achieve the best possible outcomes for you and your family. It all starts with a conversation.

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Latest Videos

An overview of cashflow planning

Cashflow planning can be used as part of your bespoke wealth plan to help you visualise your financial future.

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A wealth purpose

Your wealth plan gives you a framework for decision making

Your dedicated private banker will be your first point of contact, but they will draw on our specialist teams too – working alongside your wealth planner and our investment and lending experts to create your personalised wealth plan. We can also work with your existing professional advisers, as well as bring in further specialist expertise, as required.

Our extensive experience of working with high-net-worth private clients and their families around the world means we are ideally placed to create wealth solutions to meet your needs.

Having a bespoke plan gives you a purpose for your wealth – setting out how it can work to meet your goals and objectives.

Corporate social responsibility

Recognising the impact and taking action

We support projects that help reduce the impact we have on our local and global environment. We work closely with local charities to help improve the communities in which we operate and, more broadly, we partner with Ecologi to offset more than our collective carbon footprint puts back into the environment.

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Corporate social responsibility
Related case studies

Read about more clients we have helped

We have helped countless clients with their financial needs – some straightforward, some complex. Our bespoke approach, where we really get to know our high net worth clients, allows us to offer solutions that other wealth planners and private banks aren’t able to.

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Frequently asked questions

 

How can I preserve my wealth?

Incorporating retirement planning, estate planning and tax-efficient options into your wealth plan can help to preserve your wealth.

What impact will tax have on my wealth?

As tax rules change frequently, it’s vital to seek professional tax advice to help you manage your wealth in the most effective way.

Can you help me manage my international wealth?

Yes. We have extensive experience of working with high-net-worth international clients who have complex financial affairs and assets around the world.

How can wealth structuring services help me?

Wealth structures services can help you manage your wealth effectively to achieve your financial goals, both now and in the future.