Wealth Management

Long-term financial planning for individuals and families

Wealth that has been built up over a career or across generations needs an adviser who can think about the whole picture.

Investment performance matters but so do tax, succession, family circumstances and the long-term goals that the wealth is meant to support.

Our wealth management approach is built around those long-term goals.

We work with you to understand what the wealth is for, how it fits with your wider financial and personal situation and how decisions taken now affect the position over five, ten and twenty years.

The work runs alongside the tax, succession and family governance advice that the wider firm provides.

The same senior people stay with you across the years, so the depth of relationship that builds up supports the more difficult conversations when they come.

To find out more about our wealth management services, visit our dedicated website.

Individuals and families work with us on wealth management because they want a long-term adviser who understands the whole picture.

Here is what our clients have to say… testimonial icon


Why choose Macalvins?

With our team, you get precision, continuity and the kind of considered advice that comes from people who know your numbers as well as you do.

As a Top 100 UK accountancy firm with international reach through PrimeGlobal, Macalvins brings that depth of expertise to every client, at every stage of growth.

Speak to our team

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Frequently Asked Questions faq

Do you provide regulated investment advice?

Where regulated financial advice is required, we work with regulated advisers at Macalvins Wealth. Our role is to set the framework, co-ordinate the advice and make sure the investment approach is consistent with the wider tax and succession plan. Where you already have a wealth manager you trust, we work alongside them.

Mr. Jackson
@mrjackson
Mr. Jackson
@mrjackson