Our private clients are all ages and come from all walks of life, each with their own unique financial objectives and personal circumstances.

We look to add and create value through relationship-orientated services - providing cogent wealth management and financial planning strategies, discipline and guidance individually tailored to meet the specific needs of each client.

These include:

Comprehensive financial planning

RPG Wealth’s financial planning service is based around a cyclical and dynamic process which helps individuals identify and clearly define their financial objectives; goals; priorities and dreams.

Supporting this is a far-reaching financial plan tailored to review an individual’s personal net worth, income and expenditure and long-term cash flow forecasting, enabling us to achieve your stated objectives, utilising the various tax allowances and incentives available to each client.

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Tax, trust and estate planning

Tax, trust and estate planning are very often an integral part of financial planning and wealth management.

Our tax team comprises of experts who are qualified accountants and tax practitioners. Because of this we are able to offer broad and in-depth knowledge and experience across a wide variety of taxes and trusts. Taxation and trust advice is provided by experts from our sister companies, RPG Chartered Accountants and RPG Crouch Chapman.

We seek to provide our clients with pragmatic solutions that reduce their liability for:

  • Income tax
  • Capital gains tax
  • Inheritance tax
  • Corporation tax 

For more information on our tax service click here.

N.B. The Financial Conduct Authority does not regulate Tax Advice or Trusts. 

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Pension planning

RPG Wealth offers wide-ranging advice on personal pensions including:

  • Self-Invested Personal Pensions
  • QROPS (Qualified Recognised Overseas Pension Schemes)
  • Unapproved Schemes
  • Compulsory Workplace Pensions

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We offer a comprehensive investment planning process which takes into account an individual’s long-term strategy, income and/or growth requirements, with advice aligned to their specific needs and circumstances.

For more information on RPG Wealth's investment service and philosophy please click here.

N.B. The value of investments can fall as well as rise. You may get back less than you invest. 

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Cash flow planning 

The objective of cash flow planning is to create a picture of a client’s affairs. This can be carried out pre or post advice to illustrate the effect of a particular course of action – for example ‘a gift’ for IHT purposes or early retirement. This approach treats a client’s personal finances with the same structure as a business.

In so doing, we compile income and expenditure analysis, review and qualify existing pension investment and protection products to provide the data necessary to provide the client with some expectation of the future and the ability to plan with confidence.

Importantly, it evaluates a client’s current investment mix in terms their attitude to risk and their anticipated growth and income needs, whilst also highlighting tax efficiencies that can be implemented within any forward planning.  


We offer a full service in advising individuals on their particular requirements in terms of:

  • Life assurance
  • Critical Illness
  • Permanent Health Insurance (PHI).

Advice is normally provided once the cash flow has been completed, which addresses any shortfalls.

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We offer a comprehensive ex-pat service, advising individuals living in Europe on their tax position, investments and general financial planning.

Expert advice. Personal touch.



North Wales

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