Private Clients

As Financial Advisers Gilbert Wealth has the experience and skill to provide private clients with impartial advice on a wide range of financial services.

Drawing on market expertise gained over many years our in-depth knowledge of the financial services industry, along with our team of friendly professional advisers we can provide a totally bespoke solution based on your individual needs and attitude to risk.

Whether you require advice on: savings and investments; financial protection; inheritance tax planning; pensions and retirement planning; life assurance and critical illness cover; or managing your tax, we look forward to meeting you and discussing your personal requirements.

Inheritance Tax Planning is not regulated by the Financial Conduct Authority.