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The new WealthFocus service, from Cazenove Capital

WealthFocus is a streamlined new investment service from Cazenove Capital, one of the UK’s leading Wealth Managers and part of the Schroders Group, the highly rated global asset manager. 

Put simply, our WealthFocus service is a straightforward, flexible way to invest and manage your money, within your risk appetite.

WealthFocus is an online service, supported by personal financial advice from dedicated experts. The service is available to people investing upwards of £50,000.

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Free initial consultation

A WealthFocus Financial Planner will meet with you, in person or via video conference, to discuss what you are looking to achieve and to discuss your investment goals and get a clear understanding of risk appetite.

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Your own investment portfolio

Your WealthFocus Financial Planner will develop an investment portfolio to match your financial goals. They can also give you ongoing or one off financial advice, depending on what you need. 

Meet your team

You’ll have a named Financial Planner if you decide to join our WealthFocus service. All of our colleagues shown here are active members of that Financial Planning Team.

 

Peter O’Sullivan

Peter O’Sullivan

Managing Director

Peter is a Chartered Financial Planner and Fellow of the Chartered Insurance Institute.  A Financial Adviser since 1987, Peter retains a close working relationship with his clients

Fiona Webber

Fiona Webber

Director

Fiona is a Chartered Financial Planner and works extensively with a client base of both corporate and individual clients.

Melissa Howett

Melissa Howett

Director

As a Chartered Financial Planner Melissa brings, amongst other things, extensive experience of SSAS and SIPP arrangements. In addition to her individual clients, Melissa also takes the lead on all new Employee Benefits work.

Simon Jackson

Simon Jackson

Financial Planning Manager

Simon provides a breadth of financial advice to clients and also oversees the operation of the WealthFocus support team.

Dominic Bruce

Dominic Bruce

Financial Planner

Dominic has a particular focus in the complicated world of Self Invested Personal Pensions (SIPPs).

Contact Cazenove Capital

The management of your wealth requires specialist investment expertise. Our private client team, supported by the global strength of the Schroder Group, has the knowledge and experience to help you.

For full contact details, please select your local office from the list below:

London
Chester
Edinburgh
Oxford

The value of your investments and the income received from them can fall as well as rise. You may not get back the amount you invested.