Wealth Management

We offer a high-quality, bespoke financial management and wealth advisory service to a wide range of clients ranging from affluent to high-net-worth and ultra-high-net-worth individuals and their families.

We cover the full suite of wealth management areas encompassing tax planning, wealth protection, estate planning, succession planning, and family governance.

We work closely with you to structure and plan in detail, the most appropriate solution to achieve fund growth whilst preserving & protecting this, ensuring that as much of your wealth is passed on to your beneficiaries in the most tax-efficient way.

Please contact us to find out how we can help you.

The Financial Conduct Authority does not regulate Estate and Tax planning.

Jappy Investment Services (Scotland) Ltd is an appointed representative of Sense Network Ltd which is authorised and regulated by the Financial Conduct Authority. Jappy Investment Services (Scotland) Ltd is entered on the FS Register www.fca.org.uk/register under reference 998350.

Jappy Investment Services (Scotland) Ltd, Registered in Scotland,

Reg. No. SC748669

Melville House, 1 Seafield Street, Nairn IV12 4HN.

The guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service, please visit www.financial-ombudsman.org.uk

Wealth Management

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