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

As a client you should expect a personal approach 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.

Whilst the core of our work is advising long term UK residents covering all areas of wealth management including, retirement planning, investment planning, life insurance and inheritance tax planning we also specialise in advising clients who potentially have more complex tax affairs than most.

Regardless of our clients circumstances our objective is simple - to provide such a high level of service all our clients are strong advocates of Antler Wealth Management.

We decided to become an Associate 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 that all our advice is guaranteed* by St. James's Place 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.

*St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the Group, more details of which are set out on the Group's website at www.sjp.co.uk/products.