Planning for life events


We don’t always know what the future holds, but we can make sure our finances are prepared for whatever happens. We provide financial care for every stage of your life, whether you’re planning to get married, buy a home, saving for education fees or planning your retirement.

We’ll work with you to decide what’s most important and arrange your money so that you and your loved ones can enjoy a secure future. Follow the below icons to learn more about some of the major life events we can help you prepare for.

A service that’s right for you


Managing money isn’t just about the markets or computer algorithms, it’s about people too. That’s why our whole approach is based on understanding your unique requirements. Only then will we craft a service that works for you. This highly personalised approach to creating wealth is what gives us the name Wealthsmiths.

Whether you’re seeking to invest for the long-term or need advice on a mortgage or an insurance policy, we will work with you to create the service you want. Learn more about some of the services we help can help you with.

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Knowledge Hub

The Future of Cities

The Future of Cities

In preparation for the third event in our Invested in the Future series, "The Future of Cities", we take a look at the 15 minute city concept, which is starting to gain traction from Paris to Portland and Melbourne to Milan.
Bitcoin and S&P 500 Index hit record highs

Bitcoin and S&P 500 Index hit record highs

Welcome to our weekly newsletter, where we summarise the key market developments over the last seven days.
Charging ahead

Charging ahead

A new report shows sales of electric vehicles across the world are growing significantly, we look at finds out why this has happened, who the big players are and what the future holds.
Pub and restaurant industry sees bookings surge

Pub and restaurant industry sees bookings surge

Welcome to our weekly newsletter, where we summarise the key market developments over the last seven days
The future of security and our role on the front line

The future of security and our role on the front line

In the World Economic Forum’s analysis of top global risks, climate change and related issues are of primary significance, as are disease, digital inequality, and cyber insecurity. Nowhere do the words ‘war’ or ‘terrorism’ appear. Following our event, the Future of Security, we speak again to Jonathan Shaw who shares his thoughts on the most serious global security risks.
A positive outlook but beware of economic euphoria

A positive outlook but beware of economic euphoria

The global economic outlook is strengthening, and this view has been reinforced by many companies reporting expectation-beating earnings for the last quarter of 2020. But while good business results go some way towards explaining the confidence in equity markets, are they enough to justify inflated prices?
The Future of Security

The Future of Security

Our safety and freedom are no longer fought for on distant battlefields. Instead, every one of us is on the front line when it comes to protecting our society and economy from global cyber espionage. That was just one of the sobering thoughts from our Future of Security virtual event held on Thursday 25 March.
A mixed bag

A mixed bag

The collectors’ club of handbags is growing, but does the temptation to wear and use these luxury assets make them a good investment?
EU resumes use of AstraZeneca vaccine

EU resumes use of AstraZeneca vaccine

Welcome to our weekly newsletter, where we summarise the key market developments over the last seven days.
ISAs, GIAs, pensions & bonds: don't miss out on tax year end allowances

ISAs, GIAs, pensions & bonds: don't miss out on tax year end allowances

With tax year end fast approaching, the opportunity to use up personal allowances for ISAs, pensions and other tax wrappers is running out. In this refresher, we go through the different tax wrappers, how they work, and which ones can you take advantage of ahead of 5th April.
Market grows after US inflation and rescue package

Market grows after US inflation and rescue package

Welcome to our weekly newsletter, where we summarise the key market developments over the last seven days.
The people's budget

The people's budget

A week on from the Spring budget, we reflect on what this means for investors.
Global security and the dangers at large

Global security and the dangers at large

Staying ahead of threats to our national and personal security has never been so complex, which is the next issue we tackle in our series of complimentary online speaker events called Invested in the Future. Ahead of the Future of Security event, we examine some of the threats we face.
Narrowing the pension gender gap

Narrowing the pension gender gap

A typical woman in her 60s has less than a third of what a male counterpart has saved in his pension pot.
“We believe there is no greater responsibility than helping people to achieve their financial goals.”
Jonathan Polin CEO, Sanlam UK

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