ISAs are one of the most popular and tax-efficient methods of saving and investing for the future. We draw on the expertise of some of the world’s top investment professionals to manage our ISA funds.

Our Junior ISA gives youngsters a head start and introduces the importance of saving. It provides a flexible, tax-efficient way to build a capital sum to help secure the financial future of your children.

Unit Trusts are crucial components of a stocks and shares ISA and offer a range of other benefits to investors. They provide a solution for medium to long term capital growth and income.

Rowan Dartington is the discretionary fund management and stockbroking arm of Chasebridge Wealth Management and provides a range of additional, complementary wealth management services.

Maximising your pension fund should play an important part in your planning. We offer help in tapering your annual allowance, carrying forward unused reliefs and protecting your lifetime allowance.

Self-Invested Pension Plans (SIPPs) can give a much wider range of investment opportunities than those available through most of the more traditional pension plans, including much greater flexibility.

We understand the concerns facing trustees and we’ve developed a number of solutions that can help. We will help you create a strategy for incorporating cost-effective actuarial and administrative services.

Let us help you put everything in place to ensure that your Will and a Lasting Power of Attorney are in order. These are crucial elements of any effective form of financial planning, and sound advice is a must.

When it comes to planning for later life, there is so much to consider. We can assist with Inheritance Tax planning, making gifts to your heirs and securing an income for your long-term health care.

It’s vital to understand how making a gift of money or assets can help to create a valuable exemption from Inheritance Tax. We will assess your circumstances and help maximise your gifting allowances.

It’s time-consuming and stressful to deal with the financial affairs of a loved one after they die. We will help you understand what needs to happen in terms of legal, financial and tax arrangements.

It’s time-consuming and stressful to deal with the financial affairs of a loved one after they die. We will help you understand what needs to happen in terms of legal, financial and tax arrangements.

As a corporate director or business owner, it’s your responsibility to understand the pension provisions you need to make available to your staff. We can help make everything clearer for you.

We have a full range of corporate pension solutions, designed to ensure that both yourself and your employees have access to a pension which provides the most tax-efficient retirement benefits.

How strong are your company’s foundations? If key staff leave, are ill for a long period or are unable to continue working for some reason, what would this mean for your business, and do you even know who all your key people are?

A clearly communicated, highly effective benefit and remuneration strategy can play a key role in your ability to recruit and retain high-calibre team members. We will help ensure you get this right.

We have access to a range of solutions to help you manage your cash more efficiently. After speaking with you about your specific situation and circumstances, we can introduce you to an appropriate provider.

Whether you’re a first-time buyer trying to understand the process for the first time, moving home or wishing to take advantage of a more competitive rate, it’s vital that you have the right mortgage in place.