View more on these topics

Fleming Family & Partners launches HNW advice service

Fleming Family & Partners has launched an advice service for high net worth clients with investable wealth of between £2m and £10m.

FF&P Wealth Planning will be managed by Richard Bertin (pictured), founder of Asquith & Partners, who FF&P entered into a strategic partnership with in February.

The company says its offering centres around a family wealth plan forming the “cornerstone of the relationship”. Based on the plan, FF&P Wealth Planning will provide advice covering cash flow modelling, risk management, tax efficiency, investment strategy as well as retirement and inter-generational planning.

FF&P Group chief executive Mark Davies says: “There is a significant opportunity to extend the values and approach of a family office to high net worth clients.”

FF&P currently has £4bn of assets under management.

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment

    Close

    Why register with Money Marketing ?

    Providing trusted insight for professional advisers.  Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and advice.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm

    Email: customerservices@moneymarketing.com