Bespoke Wealth Management Solutions Designed to Grow and Protect Your Wealth Across Generations
We offer comprehensive wealth management services tailored to meet the unique needs and aspirations of each client, combining rigorous financial planning with strategic investment management.
2012
Founded
£220m+
Assets Managed
1000s
Clients Supported
Why Choose OneDome Capital for Wealth Management?
Personalised Strategies
Every client's financial situation, goals, and risk tolerance are unique. We provide customised wealth management plans designed to meet your specific needs and objectives.
Holistic Approach
We look at the bigger picture — incorporating your investment portfolio, tax situation, estate planning needs, and any other financial considerations into a cohesive strategy.
Expertise Across Generations
We specialise in not just building wealth but in maintaining and enhancing it across generations — family trusts, succession planning, and legacy preservation.
Our Wealth Management Services
Wealth Management
- •Diverse portfolio options: from traditional stocks and bonds to VCT funds, tailored to your goals and risk profile.
- •Ongoing review of your portfolio to ensure it meets your criteria and requirements.
Financial Planning
- •Comprehensive financial analysis: a detailed assessment of your financial status, aspirations, and life circumstances.
- •Goal setting: clear, actionable financial goals with a roadmap to achieve them.
Risk Management
- •Insurance solutions: assessing potential risks to your financial health and recommending appropriate protection for your assets and your family's future.
Estate Planning
- •Legacy planning: structuring your estate to minimise taxes and ensure your assets are transferred smoothly to the next generation.
Tax Optimisation
- •Tax-efficient investing: structuring your investments to take advantage of tax efficiencies, reducing your liability and increasing your overall returns.
Trusts, Tax Planning and Estate Planning are not regulated by the Financial Conduct Authority. The value of investments and the income they produce can fall as well as rise. You may get back less than you invested. Tax treatment varies according to individual circumstances and is subject to change. OneDome Capital Limited is an appointed representative of Quilter Financial Services Limited, which is authorised and regulated by the Financial Conduct Authority.
Start your financial journey today.
Whether you're planning for retirement, investing for growth, or protecting your family — we're here to help you make better decisions with your money.
Book a Consultation