At Antler Wealth Management, we forge strong relationships with clients by initially taking the time to truly understand their personal circumstances and future financial objectives. Once we have taken the time to fully understand their needs and goals, we advise on the appropriate course of action and support them every step of the way.

As a client, you should expect a proactive relationship where you are regularly informed of your investment performance and fully versed on the most recent legislative changes and how these may impact your ongoing financial planning.

Clients will quickly notice they are working with a company whose financial wellbeing is directly proportional to their own, and unlike many wealth managers or private banks, they will be working with individuals focused on forging long-term relationships rather than the typical transactional advice that is commonplace within the industry.

We decided to become a Partner Practice of St. James's Place due to their distinctive approach to investment management, the vast depth of tax planning expertise available and the fact St. James's Place guarantees our advice*, providing additional reassurance to our clients.

The value of an investment with St. James's Place will be directly linked to the performance of the fund you select and the value can therefore go down as well as up. You may get back less than you invested.

The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief is generally dependent on individual circumstances. You are advised to seek independent tax advice from suitably qualified professionals before making any decision as to the tax implications of any investment.

*St. James's Place guarantees the suitability of the advice given by Antler Wealth Management when recommending any of the wealth management products and services available from companies in the group.