• Log in
  • Country: Wealth Management
    Close filters
    Choose your location
    Channel Islands Hong Kong Singapore Switzerland US citizens UK
    What client type are you?
    Family offices Business owner or entrepreneur Private individual Charity Professional adviser, lawyer or accountant Financial adviser US citizen
    UK selected (change country)
  • Country: Wealth Management
    Close filters
    Choose your location
    Channel Islands Hong Kong Singapore Switzerland US citizens UK
    What client type are you?
    Family offices Business owner or entrepreneur Private individual Charity Professional adviser, lawyer or accountant Financial adviser US citizen
    UK selected (change country)
  • About Cazenove Capital

    Cazenove Capital in the UK

    • Our history
    • Our board
    • UK management team
    • A message from our Chief Executive

    Wealth Management globally

    • Schroders Plc homepage
    • Media relations

    Other links

    • Protection of deposits and investments
    • Subscribe to updates
  • Global home
Professional advisers
  • Your priorities expand/collapse
    • Sustainabilty
    • Retirement
    • Realising the value of your business
    • Investing for many members of your family
    • Effective philanthropy
    • Investing a lump sum
    • Income
    • Living across borders
  • Who we work with (current) expand/collapse
    • Family offices
    • Business owners and entrepreneurs
    • Private individuals
    • Professional advisers
  • Managing your financial future expand/collapse
    • Wealth planning
    • Investment management
    • Banking and lending
  • Insights expand/collapse
    • Strategy & economics
    • Asset allocation
    • Wealth planning
    • Responsible investing
    • Talking points
    • Company news
    • Educational guides
    • Supertrends & disruptors
    • Philanthropy
    • Client case studies
    • Subscribe to updates
  • Events expand/collapse
    • Webinars
    • Young investor webinar series
  • Contact us expand/collapse
    • Birmingham
    • Bristol
    • Chester
    • Edinburgh
    • Leeds
    • London
    • Manchester
    • Oxford
    • Other locations
  • Subscribe expand/collapse
    • Subscribe to updates
Professional advisers
Search
Search
search lens

Are you looking for...

Managing your financial future
Insights
Contact us

Related Search

Professional advisers, lawyers & accountants

Just as we can help many of your clients, we may be able to help you too.

Working with professional advisers, lawyers & accountants
Get in touch

You may work in law, accountancy or finance and be a confident investor in your own right – many of our clients are. But what you may lack is a coherent plan that takes into account overall risk, tax efficiency, your retirement expectations and the many other factors that will play a part in helping you meet your goals.

We understand that your requirements will develop over time, and that patterns and sources of your income are likely to change. We can advise you on how best to plan for a successful financial future and accommodate the different stages of the journey.

We form a team around each client comprising specialists in financial planning, discretionary investment management, cash management and lending, all delivered under one roof.

Read our brochure to find out more about how we can help professional advisers, lawyers and accountants.

How we can help

Simon Barker and Darren Chaplin lead our dedicated offering for professional advisers, lawyers and accountants. In the webinar below, they explain our unique approach.

Your browser doesn't support HTML5 video. Here is a link to the video instead.

Case studies

CASE STUDY

How we helped a partner at a global law firm plan for retirement

Our client was intending on retiring from a law firm. We helped her put in place plans to allow for a long and financially-secure retirement, while meeting higher outgoings in the near term. Our work also included advice on structuring investments in the most tax-efficient way.

Read more

CASE STUDY

Helping a busy professional plan for the future

Our client, a partner at a Big 4 accountancy firm, wanted advice on building an asset base and help managing her investments. Increasingly, she found that investing herself was becoming too time-consuming, especially given the administrative burden of her firm’s compliance regime.

Read more

Latest insights

{{tile.ReadTime}} Min {{tile.ArtemisCategory}}

{{tile.PrimaryTag}}

{{vm.DefaultPrimaryTag}}

{{tile.Title}}

{{tile.FormattedDate}}

Contact a member of the team

To discuss your wealth management requirements, or to find out more about our services, please contact us or leave your details here and we can contact you.

DC_screenshot.PNG

Simon Barker

Email Simon
+44 (0)20 7658 7579

DC_screenshot.PNG

Darren Chaplin

Email Darren
+44 (0)20 7658 4870

  • Your priorities
    • Sustainabilty
    • Retirement
    • Realising the value of your business
    • Investing for many members of your family
    • Effective philanthropy
    • Investing a lump sum
    • Income
    • Living across borders
  • Who we work with
    • Family offices
    • Business owners and entrepreneurs
    • Private individuals
    • Professional advisers
  • Managing your financial future
    • Wealth planning
    • Investment management
    • Banking and lending
  • Insights
    • Strategy & economics
    • Asset allocation
    • Wealth planning
    • Responsible investing
    • Talking points
    • Company news
    • Educational guides
    • Supertrends & disruptors
    • Philanthropy
    • Client case studies
    • Subscribe to updates
  • Events
    • Webinars
    • Young investor webinar series
  • Contact us
    • Birmingham
    • Bristol
    • Chester
    • Edinburgh
    • Leeds
    • London
    • Manchester
    • Oxford
    • Other locations
  • Subscribe
    • Subscribe to updates
  • Risk warnings
  • Important information
  • Privacy Policy
  • Cookies
  • eServices regulations
  • Client security
  • Protection of deposits and investments
  • Prices for our bespoke managed funds
  • Subscribe to updates
  • Execution information
  • Scams & fraud: keeping you safe
  • Desktop view

© Copyright 2023 Schroders plc

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.

UK Private Clients

This website is for those who are eligible to view it only. By continuing, you confirm that you have read and agree to the important information, risk warnings, privacy policy and cookies policy (you can accept all cookies by selecting ‘I agree’ or you can manage cookies to apply only those which you are happy to allow).