Wealth Management

You’ve earned it, we endeavour to help you keep it

Many people’s understanding of personal tax stops at self assessment. This is just one element of our Wealth Management Service which provides clients with bespoke, holistic advice.

Because Bishop Fleming has an IFA subsidiary, Fleming Financial Limited, the firm is able to apply our extensive tax planning knowledge to ensure that clients receive the very best of advice available anywhere in the region.

Our Wealth Management team, headed by tax specialist Alex Robins, has no commercial axe to grind and no products to sell. Instead, they offer professional expertise on personal tax, inheritance tax, and capital gains tax planning.

Fleming Financial Limited are Independent Financial Advisers, and so aren’t tied to any one insurance or investment group - and will therefore act throughout the whole of the market in your best interests. Fleming Financial Limited ’s highly trained consultants fall within the top 10% of the most qualified financial advisers in the United Kingdom, and have significant industry experience.

Additionally, all our consultants are salaried employees of Fleming Financial Limited, as we believe this is the most appropriate way to provide our clients with impartial advice.

Alex makes a point of getting to know his clients as the key to providing practical tax planning solutions that will help them achieve their ambitions. Alex Robins Tax Partner & Head of Wealth Management