Managing Your Assets Jump to a section

Managing Your Assets

Independent, expert wealth management services can help you protect your family and your assets, plan for retirement and grow your wealth.

Get in touch

Why haysmacintyre?

Any plan to provide you with comprehensive advice on your finances requires the skills of several different professionals. We work closely with several professional service disciplines but recognise the need to have an almost symbiotic relationship with your financial planning firm. As there is plenty of overlap between tax and financial planning, we work with Brewin Dolphin*. They share our belief that effective financial planning requires open, honest and ongoing communication between all parties; you, them, us and your other professional advisors.

Get in touch

Whether you are an individual, a business owner or a trustee, haysmacintyre and Brewin Dolphin can help you achieve your goals.

Our Private Client team provides a full range of tax and advisory services.  Please visit our Private Client and Trusts page for further information.

Formulating a plan with Brewin Dolphin

Often, knowing what your goals are is the hardest part. However, Brewin Dolphin is experienced in guiding clients through this process. Firstly, by accurately establishing where you are now, they will help you navigate a path to where you would like to be financially, using specialist software to help show you what your financial future could look like. Brewin Dolphin advises on all manner of specific areas of financial advice but prefers to link this back to a ‘masterplan’.

By asking the searching questions about what you want to achieve with your life, Brewin Dolphin can show you different scenarios that will help you formulate a longer-term strategy. They can help answer the pressing questions you may have but which seem impossible to answer, like:

  • When can I sell my business and never worry about money again?
  • Can I afford to educate my child(ren) privately?
  • Can I afford to buy that holiday home?
  • When can I retire?

Once you can see the potential impact of your actions, you will feel more confident taking steps towards financial autonomy which might otherwise have been too daunting. Please note that cash flow modelling is not regulated by the FCA but advice arising may be regulated.

The value of investments and any income from them can fall and you may get back less than you invested.

*Brewin Dolphin Limited is a member of the London Stock Exchange. Brewin Dolphin Limited is authorised and regulated by the Financial Conduct Authority (Financial Services Register reference number 124444) and regulated in Jersey by the Jersey Financial Services Commission. Registered Office; 12 Smithfield Street, London, EC1A 9BD. Registered in England and Wales – company number: 2135876. VAT number GB 690 8994 69. Brewin Dolphin Limited GIIN: 6J5L79.00000.LE.826.

Private Client Briefing Spring 2022

Welcome to the latest edition of our Private Client Briefing, which summarises a number of issues and opportunities for individuals, families and trustees.

View more


Please visit our dedicated COVID-19 page on the range of financial, tax and accounting measures being introduced with our related thoughts/insights on helping businesses during this time.

View our COVID-19 articles here


haysmacintyre’s dedicated page on the range of financial, tax and accounting measures being introduced with regard to Brexit, together with our related thoughts/insights on helping businesses.

Read more about Brexit here

Their support goes beyond providing excellent guidance and service with a no fuss, professional down to earth approach. They not only understand our business needs but also bring an in-depth knowledge and valuable networking opportunities. There is a genuine feeling of partnership and trust.

Non-Executive Director

Communications Company

Katharine Arthur

Partner, Head of Private Client
Email Katharine
View the team


See all of our latest news related to Managing Your Wealth.

View more related insights
Conservative Party Chair HMRC tax settlement: Analysis

As widely reported in the mainstream media, Nadhim Zahawi, the current Conservative Party Chair and...

Read more
Private Client
Making Tax Digital for Income Tax delayed to 2026

On 19 December 2022, the government announced that Making Tax Digital for Income Tax Self Assessment (MTD...

Read more
Private Client
Autumn Statement – 17 November 2022: highlights

Just 55 days after what proved to be the disastrous Mini Budget, the new Chancellor, Jeremy...

Read more
Private Client
COP9 top 9 – How to deal with a COP9 enquiry

1. Do not bury your head in the sand. The Contractual Disclosure Facility (CDF) offer has...

Read more
Private Client
2022 Autumn Budget: What comes next?

As uncertainty and a lack of clarity continues,  it’s more important than ever that “...

Read more
Chancellor’s Statement: 17 October 2022

In an extraordinary and unprecedented move, the Chancellor has announced this morning that nearly all...

Read more

Awards and Accreditations

eprivateclient top accountancy firm 2022

Get in touch