Family Wealth Management – West London

Before speaking to us, most new clients are unaware of the substantial benefits of combining their:

• Tax planning
• Investment advice 
• Wills and probate

As Chartered Accountants, we do so by providing integrated, comprehensive, tailored advice – for your specific needs.

We’ll reduce your taxes and optimise your personal, family and business finances. We’ll help you safeguard your hard-earned wealth – and pass it on to the next generation.

We start by getting to know you and understanding your financial goals, objectives and situation.

Wealth Management Advisory Services

You’ll find our wealth management service is deeper than that of an IFA. From a huge number of options, we’ll optimise your overall financial plans across:

• Capital Gains Tax (CGT)
• Inheritance Tax (IHT)
• Personal Investments (we employ IFAs)
  • Pensions
  • Investments
• Property Transfers
• Business advice
  • Business Succession Planning
  • Corporation Tax
  • Enterprise Investment Scheme (EIS)
  • Family Investment Companies
• Family Trust Funds
• Wills and Probate

Wealth Management Resouces

• We’re a full-service, mid-sized firm of Chartered Accountants with 70 staff.
• We employ an in-house Chartered Tax Advisor (CTA) qualified by the Chartered Institute of Taxation. (CTA is the UK’s highest tax qualification.) 
• We have the resources you need and are small enough to care.

Senior Wealth Team

J Stuart Thomson MA ACA FCT ATT MCSI

Group Managing Director

• Chartered Accountant (Institute of Chartered Accountants of Scotland)
• Associate Chartered Accountant (Institute of Chartered Accountants of England and Wales)
• FCT – Fellow of the Association of Corporate Treasurers
• MCSI – Member of the Chartered Institute of Securities and Investments
• ATT – Association of Tax Technicians

> Stuart's full profile

Karen Stone FCCA

Senior Enquiries Lead – Accountancy and Tax Advisory Services

• Fellow of the Chartered Institute of Certified Accountants (FCCA)
• Member Association of Accounting Technicians (MAAT)
• Advises owner-managed businesses, personal tax and trust clients.
• Works with our tax and accounts departments in an advisory role.

> Karen's full profile

Owen Murfitt PFS

Independent Financial Advisor

• Diploma in Financial Planning
• Member of:
  • Chartered Insurance Institute
  • Personal Finance Society
• Manages investments of £300k – £30m for over 100 clients.

> Owen's full profile

Peter Briant CTA

Tax Manager

• Chartered Tax Advisor with 20 years experience.
• HM Revenue and Customs (HMRC) Inspector of Taxes.
• Has worked in tax strategy, tax investigations, large business, public sector, personal tax and corporation tax.
• Represented HMRC in discussions with foreign fiscal tax authorities.

> Peter's full profile

Contact us today to improve your wealth management strategy – and take a weight off your shoulders. You’ll be pleased you did.