Our Services
Integrated Wealth
Management
At JH&P, integrated wealth management isn’t a static practice. Once we’ve worked closely with you to create a strategy for your wealth that you’re comfortable with, the real work begins. We keep a close eye on how things are progressing and evolve various elements when personal circumstances change or there’s a need to navigate new tax rules or fluctuations in the global economy. However, one thing that will be constant throughout this is our regular communication and advice.
Our Approach to structuring wealth
Our Offering
Financial Advice
There are three key tenets to our financial advice: your financial independence, the security of your capital and the sustainability of your cash flow. Our approach to achieve this is simple: we identify our clients’ financial objectives and use a lifetime cash flow model to underpin the financial structuring and investment management, optimising tax efficiency where possible. All our solutions are underpinned by the same investment process, focused on our global stock selection capability.
Contact Us
Core Wealth Management
Our integrated wealth management service combines the service of ongoing financial planning with flexible and responsive investment management. How we achieve this is by creating a framework that encapsulates all areas of wealth planning; these include tax-efficiency, cash flow analysis, risk management, passing on wealth and protection. With such a wide range of considerations, you can rest assured that any need you may have is catered to. Moreover, where necessary, we draw upon the expertise of our adviser panel for specialist tax, legal, banking and mortgage advice. Once we’ve developed a plan and structure, we build an investment foundation underpinned by our rigorous and tested investment process. We want you to benefit from an investment process that takes full advantage of our global stock selection and asset allocation capabilities.
Contact Us
