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Private Client

Joined up financial planning, wealth management and tax advice

Your goals and objectives are likely to evolve over time, so your plans really do need to develop in tandem with them. Within our Private Client team, we have brought together our services and specialists to bring you the very best in bespoke, joined up advice across the full scope of tax, financial planning and wealth management advice.

Taken individually, these are services which you can get from a range of providers, but pulled together and provided by one team and a trusted brand, you can be sure that the advice you receive is dovetailed into one overall strategy with one aim in mind; achieving your goals.

Tax Planning and Compliance

The completion of your annual tax returns in a timely manner is the foundation of your tax affairs; ensuring you meet your statutory obligations. We understand that private clients need much more than this. We have a dedicated team of tax consultants who will listen to your aspirations and help steer you through all the relevant issues. Drawing together all the other aspects of our private client service, they will help you find the best solution.

Financial Planning and Wealth Management

Our independent financial advisers can work with you to formulate your individual plan to meet with your objectives. Whether your aim is to grow your wealth, manage existing monies, generate income, plan more specifically around retirement or provide for future generations of your family, we have the expertise to help you.

Professional Trustees

Creating trusts to hold assets is a common way for families to pass on wealth to future generations. The role of the trustee is pivotal in this regard. We act as professional trustees to a wide spectrum of trusts, providing guidance and support where required and can work together with any other trustees you entrust with your family’s assets.

For bespoke advice contact our Private Client advisers

Call: 0808 144 5575

What our clients say

For the past 30 years Armstrong Watson have dealt with my annual Tax Return, provided personal investment advice including advice on Capital Gains Tax, Inheritance Tax, Trusts and other matters. Stephen Short and the team have always provided excellent service,  and carry out work in an efficient and professional manner.

I'm very pleased, following a recommendation, that I changed my Accountants to Armstrong Watson and my profound thanks goes out to everyone at AW for all they have done during those 30+ years.

Richard Metcalfe-Gibson, Kendal

The most important qualities I value in my relationship with Armstrong Watson are trust, efficiency and knowing that when necessary. I am satisfied they can help with any personal financial matter, or business matter if required.

I am always very pleased with the manner in which my tax return is completed, on time and without any fuss, but knowing that they are always available for further help and advice if necessary. I would recommend Armstrong Watson to my friends.

Private client, Lochmaben

Key contact

Justin Rourke, Financial Planning Director – Head of Advice

Justin Rourke

Financial Planning Director – Head of Advice

Call: 01768 222030

> Meet the Private Client team

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Armstrong Watson LLP is a limited liability partnership registered in England and Wales, number OC415608. The registered office is James Watson House, Montgomery Way, Rosehill, Carlisle, CA1 2UU where a list of members is kept. Armstrong Watson LLP is regulated by the Institute of Chartered Accountants in England and Wales for a range of investment business activities. Unless otherwise indicated, either expressly or by the context, we use the word “partner” to describe a member of Armstrong Watson LLP or an employee of Armstrong Watson LLP in their capacity as such.

Armstrong Watson Audit Limited is registered to carry out audit work in the UK by the Institute of Chartered Accountants in England and Wales. Registered as a limited company in England and Wales, number 8800970. The registered office is James Watson House, Montgomery Way, Rosehill, Carlisle, CA1 2UU. Armstrong Watson Audit is a trading style of Armstrong Watson Audit Limited.

Armstrong Watson Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. Firm reference number 542122. Registered as a limited company in England and Wales, number 7208672. The registered office is James Watson House, Montgomery Way, Rosehill, Carlisle, CA1 2UU. Armstrong Watson Financial Planning & Wealth Management is a trading style of Armstrong Watson Financial Planning Limited. Armstrong Watson Trustees Limited is a limited company registered in England and Wales, number 84495656. The registered office is James Watson House, Montgomery Way, Rosehill, Carlisle, CA1 2UU.

MyRetirement is a trading style of Armstrong Watson Financial Planning Limited.

Armstrong Watson is a trading style of Armstrong Watson LLP, Armstrong Watson Audit Limited and Armstrong Watson Financial Planning Limited.