Metric 01
20+ yrs
UK private client work
PRIVATE CLIENT WEALTH
Protect Wealth, Plan Ahead
Get clear advice on pensions, portfolios, tax, and estate plans. We help UK professionals, families, and business owners keep money in order and move it with care.
Metric 02
300+
Families and directors served
Metric 03
4.8/5
Average client rating
OUR PROCESS
Four steps to a clean plan
Cash flow, goals, and tax checks for UK professionals and families.
2-week start
Financial Planning
From £1,250
Cash flow, goals, and tax checks for UK professionals and families.
Quarterly review
Investment Reviews
From £1,500
One-off review
Pension Advice
From £1,250
017-day report
Tax-Smart Planning
From £1,750
ISA, dividend, and capital gains planning for UK income and savings.
02Family review
Estate Planning
From £1,500
Wills, trusts, and inheritance tax plans for family wealth.
03Private clients
Asset Protection
From £2,000
Cover checks and cash ring-fencing for owners and high earners.
WEALTH SERVICES
Clear advice for money, tax, and family plans
We hear your goals, list what you own, and note key dates and risks.
01
Intro Call
02
Plan Review
03
Advice Report
04
Ongoing Review
CASE STUDIES
Recent client results
One annual planning meeting Cash flow and tax review Pension check-up Simple investment outline Email follow-up notes
Billed yearlyBilled yearly
Starter
From £1,250/yr
- One annual planning meeting
- Cash flow and tax review
- Pension check-up
- Simple investment outline
- Email follow-up notes
Most popularBilled quarterly
Signature
From £875/qtr
- Quarterly strategy calls
- Full portfolio management
- Retirement income drawdown
- ISA, CGT, and dividend checks
- Family wealth and trust review
- Priority phone access
Annual retainerAnnual retainer
Scale
Custom
- Monthly strategy calls
- Full portfolio oversight
- Business exit planning
- Inheritance tax mapping
- Trust setup support
- Priority response line
WHAT CLIENTS SAY
Trusted by private clients
Set tax steps, pension moves, and trust notes before probate.
Private family
Family estate plan for £2m portfolio
Set tax steps, pension moves, and trust notes before probate.
Medical
Retirement plan for a GP partner
Directors
Portfolio reset for a company director
Property
Inheritance plan for a London home
Business owners
Exit plan for a business sale
Family and tax planning
Clare Whitmore
Portfolio and risk control
Daniel Mercer
Retirement income advice
Priya Nair
Private client care
Oliver Finch
Proof
Customer notes
Verified
“They turned our pensions and tax notes into one clear plan we could act on”
Hannah Price
Finance Director, Northstar Ltd
Verified
“Our portfolio review was plain and calm, with each step set out in order”
James Ellison
Partner, Ellison & Reed
Verified
“We had a lot to sort after a sale, and the advice kept the pace steady”
Amira Shah
Company Owner, Shah Design Group
Service area
Central London
Mayfair, Westminster, City of London, Kensington, Chelsea
Area 01
Central London
Mayfair, Westminster, City of London, Kensington, Chelsea
Area 02
Surrey
Guildford, Woking, Esher, Farnham, Reigate
Area 03
Thames Valley
Reading, Oxford, Maidenhead, Windsor, Newbury
Area 04
South East England
Kent, Sussex, Hampshire, Berkshire, Buckinghamshire
Journal
Read our latest notes
Arts & EntertainmentAug 2, 2026
Professional Resource Directory
Questions
Common questions
Quick answers before visitors choose a product, service, or next step.
01What does Aegis Wealth do?+
We help UK professionals, families, and business owners with financial planning, investment reviews, pensions, tax, and estate plans.
02How does the first meeting work?+
We talk through your goals, income, assets, debts, and dates. You leave with clear next steps and a fee quote.
03Do you work with business owners?+
Yes. We help directors and owners plan cash flow, pension use, tax timing, and exit funds before and after a sale.
04Can you help with pensions?+
Yes. We review workplace pensions, SIPPs, and drawdown plans, then show how they fit your retirement income needs.
05Do you handle estate planning?+
Yes. We help with wills, trusts, gifting, and inheritance tax steps so your plan fits your family now and later.
06What regions do you serve?+
We work with clients in London, the South East, and across the UK, with meetings in person or by video.
Get planning notes
Get short notes on pensions, tax, and estate planning from Aegis Wealth, plus practical tips for UK professionals and families.