Wealth management strategies as individual as your ambitions

Tailored Advice to
help you grow

Our Wealth Management team delivers tailored advice to help you grow, protect and enjoy your wealth on your terms.

We start by understanding what matters most to you, then build an investment strategy shaped by your goals, risk appetite and life plans.

Financial Advice

Regular portfolio reviews ensure your investments remain on track, with adjustments made as your circumstances and market conditions evolve. We explain sophisticated financial concepts in straightforward language, empowering you to make informed decisions.

How we champion your business

Invest with purpose:

Personalised planning based on your goals, not generic formulas.

Adapt to change:

Regular portfolio reviews that evolve with changes in markets and you.

Make informed decisions:

Simple explanations that help you assess complex options and make confident choices.

Build lasting relationships:

Ongoing support from advisers who understand your evolving needs.

Estate Planning

Estate planning is about more than money. It’s about protecting what matters and passing it on with purpose. We help you preserve your wealth, honour your wishes and create a legacy that lasts.

How we champion your business

Protect what matters:

Estate planning that reflects your wishes and values.

Pass on more, lose less:

Inheritance tax strategies that maximise what your loved ones receive.

Stay in control:

Trust planning that secures assets over the long term.

Make it seamless:

Collaboration with legal partners for a fully aligned plan.

Pension Solutions

Our retirement planning service helps you build financial independence with complete confidence. For pension strategies, tax-efficient savings and income plans tailored to your life and goals, speak to Sumer.

How we champion your business

Create your ideal future:

Retirement planning that builds the lifestyle you envision.

Simplify your finances:

Pension consolidation and optimisation that offers clarity and control.

Maximise retirement income:

Drawdown and annuity advice that makes the most of your pension savings.

Stay on track:

Regular reviews to ensure your pension stays aligned with your changing needs.

Build a financial future that’s right for you.

Speak to Sumer

Meet the team

There are plenty of ways Sumer can make a difference to your business.

But if we had to pick one, it’s our people. With partner-led services from local experts in every region, we offer national scale and personal support from people who understand your sector and your community. From succession planning and exits to international growth, our specialists are here to help you make the big decisions with confidence.