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Wealth Management

We appreciate that everyone will have unique requirements from their wealth. Our service aims to help you achieve the best possible outcome, whatever your goals or personal circumstances.

How wealth management works

Audit, advise, implement, support

Is our wealth management service for you?

You might benefit from our wealth management service if:

  • You have built up a significant amount of wealth
  • You have complicated financial arrangements
  • You value the opinion of an expert
  • You have little time to look after your own finances

What we manage

We cover any of the following areas:

Our consultants

Success stories

Classic car enthusiast Gordon Gomery came to Torquil Clark for a review of his pension arrangements. After running his own business for 25 years he was looking to be able to reduce his working hours and ease into retirement.

How did Torquil Clark help?

  • Constructed a suitable investment portfolio based on Gordon's stage of life.

Read more on how Torquil Clark helped Gordon and other clients.

Case study

From our blog

Stay up to date

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    This morning the postman delivered my monthly subscription to the Which? Magazine. I was really hoping for an independent review on dishwashers, since this is my next electrical ...

  • Opportunity Knocks For Protected Rights

    By: Administrator on 24 January 2012

    First introduced back in April 1988 as the benefit format for contracting-out of the State Second Pension via money purchase pension arrangements, Protected Rights will bow out in ...

  • Off The Shelf Wills Are Not Always The Way

    By: Rachel Jefferson on 20 January 2012

    By Rachel Jefferson. Every day this week I have come across a horror story around the subject of people not making a Will or, even worse, not drawing ...

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We're award winners!

We've been awarded the Gold Standard Award for Independent Financial Advice for eight years in a row!

Gold Standard Award for Independent Financial Advice