Whether you are a business owner or a private individual, Marriotts provides clients with a comprehensive wealth management service. By understanding you and your family’s needs, now and in the future, we can help you plan to achieve your financial objectives and at the same time ensure compliance with tax obligations in the UK (and around the world, if relevant)

Succession and the transfer of family or business assets is an area that needs careful and long term planning along with more immediate needs such as for the provision of school and university fees, family marriages, the arrival of children and grandchildren and so on.

We make widespread use of trusts where appropriate to protect family wealth and provide a full trust administration and planning service.

In addition to providing advice on the structure of your finances, the Marriotts Private Client Team has the specialist support of our independent Financial Planning Associates.