For business owners and individuals with a broad range of interests, accessing the right financial expertise is vital. At CTT Private Client, we provide specialised, independent financial advisory services. Our qualified independent financial advisors in Leamington Spa can help you manage your money more effectively.
We also deliver our services in Warwick, Coventry, Birmingham and the surrounding areas.
Our services include, but are not limited to:
Wealth planning is when you structure your wealth to preserve it, build it and then transfer it to your loved ones. Wealth planning combines wealth protection, business succession, and investments.
Your wealth will serve you differently at separate stages of your life.
We will carefully examine both your personal and business financial needs. Then, to help you protect, expand and pass on your wealth, we will develop dynamic wealth planning strategies tailored to you. These strategies will serve as a roadmap for your financial future.
Once your strategy is in place, our advisor will send you regular statements to inform you about your portfolio. Furthermore, our advisor will schedule frequent meetings to discuss your objectives and progress and to address any queries you may have.
DIRECTOR • BSc DipPFS TEP
Bob started his career in 1983 as a Financial Advisor; after sailing through Sales Management and becoming the youngest ever Branch Manager for L&G at the age of 29, Bob has the expertise, attitude and skills to run his teams and advise clients on taxation and trusts.
Bob continues to work as an IFA and a Practising Trust and Estate Practitioner, TEP and believes that building a trusted relationship with their clients, coupled with the ability to problem-solve effectively, will help them to exceed their clients’ expectations.
Bob works as one of the Founders and Directors and became a nationally recognised centre of excellence for services to their clients, protecting wealth and assets efficiently and effectively for their families.
Bob’s mantra for all is, “Let’s just exceed expectations of our clients in the services we offer.”
PRACTICE MANAGER • DipPFS TEP
With 12 years’ experience in the Tax and Trust space, Lucy has worked on a multitude of different teams, ranging from the Drafting team, to Probate and then to the Private Client team. Over this time Lucy has achieved her Diploma in Regulated Financial Planning and, later, Trust and Estates Practitioner. Lucy’s a forward-thinking and client-focused individual with a friendly and reliable approach to learning about their experiences and why they are in the position they find themselves in today and getting to know them on a personal level.
Whether a client is long-standing or those who only require one piece of advice, they can leave our office or conversation with the comfort of knowing that they are in safe hands and that we are available to assist them in other areas.
From wealth planning to building an investment portfolio, our team of highly trained specialists can tailor solutions to your circumstances.
We work in conjunction with your wealth manager. So we can advise on practical strategies for accomplishing your financial goals, whether you’re looking to fund a major purchase, invest in a new business, or secure a specific finance arrangement. Get in touch to find out more about our financial advice services.
Hard work and dedication have meant that you have been able to build up a sound business to benefit you and your family and naturally you want to ensure that your loved ones are provided for in the event of your death.
In the climate of increased taxation, ideally you need a personalised retirement plan that focuses on your wealth protection and growth.
Trusts have been instrumental in mitigation tax since medieval times, since then, there have been many changes to trusts and their uses and equally to their inland revenue rules which affect them.
Inheritance tax is more about what you own at the time of death and less about what you owe. It’s also payable on assets you may have given away during your lifetime.
We provide a truly independent advisory service to our clients; our IFA’s are highly qualified experienced individuals with a broad range of investment solutions for all our clients objectives.
