Let us help you to visualise your financial journey, plan for what you need, and understand what you can afford.
Speak to us about wealth advice and planning to suit your changing needs throughout your lifetime.
Wealth planning
A central hub for all of your financial advice needs with a range of services including investment, tax efficient savings, protection insurance, and estate planning. You can choose the level of advice that suits you.
Wealth planning
Investing for your future
Using our range of global multi asset funds, we can help you to create the best investment portfolio for you, finding a balance between the financial returns you hope to make and the level of risk you are willing to take.
Investing for your future
Planning for your retirement
The earlier you start your retirement plan the better. And the process doesn’t have to be difficult or take a long time. Let us help you to find what you need to make your retirement as simple and stress-free as possible.
Planning for your retirement
Passing on your wealth
Lack of preparation can be a key reason for the loss of wealth between generations. Let our specialists in multi-generational estate planning help you and your family to transition wealth to the next generation.
Passing on your wealthKeep up to date with our latest insights and reports
Discover our latest views on markets and economics. Explore topics from holiday property taxes to upcoming political events. Browse our brochure and flagship Wealth Survey. Check in on markets every Monday with our Weekly Bulletin.
Autumn Budget Statement 2024
The newest Chancellor of the Exchequer delivered her first Budget speech on 30 October. What could this mean for individuals and businesses?
Read our detailed breakdownOur latest investment views: October update
A short summary of the events shaping financial markets and our current investment positioning.
Our latest investment views: October updateBig changes are coming for holiday rental properties
The tax rules around ‘furnished holiday lets’ are set to change significantly on 6 April 2025. Why is this happening, and what does it mean for their owners?
Find out more2024 Wealth Survey Report - Gender and generation: unravelling the wealth gap
This year’s edition covers a range of topics, including research into the wealth gap between women and men and the differences emerging between older and younger age groups.
Read moreHandelsbanken Wealth & Asset Management brochure
Many of our meetings start with the same questions, why do I need a financial plan and what will it help me to achieve? In our corporate brochure we’ve set out to answer these and many other questions including those on investing, planning for retirement, tax, and selling a business.
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