Private client

Wealth Management

OUR SPECIALIST Private Client SERVICES

Our financial reviews and planning clarify where you are now and analyse how you can get where you want to be. You’ll benefit from the experience of the independent financial advisers (IFAs) at BKL Wealth Management, our affiliated FCA regulated company.

We can review your mortgage, debts, existing financial products, budget and tax strategies. We can also help you to generate cash by releasing equity on your property through re-mortgaging.

To help you minimise the financial effects of life’s difficulties, our affiliated FCA regulated company IPFS can arrange:

  • Protection – income protection, relevant life plans (RLP), life cover, critical illness, private medical insurance and long-term care insurance
  • Insurance – accident, sickness & unemployment policies and buildings & contents insurance.


To help you prepare for your later years, we offer guidance on retirement planning, long-term investments and planning for long-term care. We can also help you to pass as much as possible of your wealth to your loved ones after your death with estate and inheritance tax planning.

To improve the finances of your business, co-owners and employees, our expert analysis and guidance can help you to explore financing, commercial mortgages, protection, employee benefits, private medical insurance and investments.

Your property may be repossessed if you do not keep up repayments on your mortgage.

You need to check that a mortgage will meet your needs if you want to move or sell your property or you want your family to inherit it. If you are in any doubt, seek independent advice.

These are lifetime mortgages. To understand the features and risks, ask for a personalised illustration.

You should be aware that the value of an investment can fall as well as rise and that investors may not get back the amount they invested. The Financial Conduct Authority does not regulate tax advice, commercial mortgages or debt counselling.

The information contained within this communication does not constitute financial advice and is provided for general information purposes only. BKL Wealth Management shall not be liable for any technical, editorial, typographical or other errors or omissions within the content of this communication.

All wealth management, investment, protection and mortgage advice will be provided by our affiliated FCA registered companies: BKL Wealth Management Limited and Integral Private Finance Services Limited.

BKL Wealth Management Limited is an appointed representative of Vintage Wealth Management Limited which is authorised and regulated by the Financial Conduct Authority. FCA number 593380.
Integral Private Finance Services Ltd is an appointed representative of Quilter Mortgage Planning Limited, Registered in England 5372217. Wakefield House, Aspect Park, Pipers Way, Swindon, Wiltshire, SN3 1SA. Quilter Financial Services is a holding company, subsidiaries of which are authorised and regulated by the Financial Conduct Authority.

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NICOLA HALL

BILSHAN MENSAH

Sam Inkersole

In 2022, Sam won the Taxation’s Rising Star award at the Taxation Awards in and was named in the Accountancy Age 35 Under 35.

Jon Wedge

While Jon’s client work focuses on the financial services sector, he also oversees the firm’s assurance service, as well as supporting the trainees following in his footsteps.

ELANA DIMMER

Elana joined us in 2017 as an ACA trainee, after graduating from Durham University where she had studied languages. She is now a manager in our assurance team.

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