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Wealth Management

Our private wealth management services

At The Pension Bureau, we pride ourselves on providing our clients with the very best financial advice and bespoke wealth management solutions. Whatever your wealth management problem, our expert team of private bankers and relationship managers have many years' experience in financial services and will do all they can to ensure your money is managed correctly and is in the right place at the right time so you can get the very most out of it.

You may wonder why you need to manage your wealth. You may also think that your finances are in the best possible health. Indeed, for some people, this is the case. For most people most of the time however, they will require some form of help from dedicated wealth managers to get their finances in proper working order.

That's why here at The Pension Bureau, we provide the top class services of just those wealth managers who will help you manage your wealth in the best possible way so that you have complete financial piece of mind.

What is Wealth Management?

Wealth management is an investment-advisory discipline incorporating a number of financial services including banking, investment management and financial planning. Wealth management services are primarily used by high-net-worth individuals (HNWIs) who wish to have their wealth managed properly by credential financial advisory specialists.

Within banking, the management of wealth includes such things as:

  • Portfolio leverage
  • Charities services
  • Dealing and custody
  • International client services
  • Foreign exchange

Within investment management, wealth management concerns:

  • Advised dealing
  • Alternative investments
  • Absolute return strategies
  • Hedge funds
  • Private equity funds

Financial planning concerns financial services which include:

  • Philanthropy and ethical investing
  • Tax compliance
  • Retirement and estate planning
  • Real estate funds
  • Pensions

The Pension Bureau can help
Here at The Pension Bureau, we can help you to manage your wealth in the most effective way possible. So enter your contact details in the form on the right and make a start to improving your future finances.

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Client Feedback

  • Many thanks to The Pension Bureau team for the impartial advice given. I have a number of frozen pensions along with my company pension, my best option was to transfer my frozen pensions into the company pension and take advantage of employer contributions

    Jenny Caldwell
  • Thanks to The Pension Bureau for their expert advice regarding my pension otions, it turned out I was best leaving my final salary pension where it was, with my former employer.

    Jack Wallwork
  • Thanks to the Pension Bureau team for untangling my many private pensions. With their expert help and advice I now have one pension that give me the best returns and will significantly out perform my old pensions.

    Simon Haslam
  • The Pension Bureau gave me unbiased expert advice on my company pension and highlighted areas where I could achieve better returns. Resulting from their advice I now feel confident and re assured by pension provisions are in good shape to see me through my retirement.

    Michael Taylor
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