!css
Private Banking

Financial Planning

For individuals and families, a detailed and personal service

Kleinwort Benson has a long history of supporting individuals and families by providing the financial planning expertise they require to manage their personal wealth. We partner you through all stages of your life while you are working and earning up to retirement and beyond. People are attracted to our innovative and forward-looking approach to solving their financial challenges. Our capabilities are also well-suited to those with more complex needs, such as assets spread across more than one country involving multiple tax and legal jurisdictions. Kleinwort Benson is an ideal choice for individuals and families who also use our corporate advisory services. By working in conjunction with our private banking team, we are able to take a comprehensive view across their personal wealth and business interests.

Our specialist financial planning and investment management teams help individuals, families and corporate SMEs find effective ways to grow, protect and pass on their wealth. We cover a number of advisory areas: 

Protection

Unexpected events can have a dramatic impact on everyone involved, and undermine your plans for the future. To reduce uncertainty, we arrange protection policies to make sure you and your family remain secure no matter what happens. 

Savings and Investments

Whether seeking to preserve and grow wealth over the long term or meet specific spending needs, such as school fees, we offer a range of regular and lump-sum investment solutions tailored to your objectives. 

Retirement planning

New pension regulations provide more flexibility and choice than ever before. We help you find ways to maximise your retirement savings while you are still earning, and then put in place strategies that provide a secure financial future in later life. 

Estate planning

Without careful consideration and planning, inheritance tax can have a substantial impact on your family’s assets. We help you find appropriate ways to pass on your wealth efficiently as well as consider the implications of any decisions within your overall financial plan. 

In addition to our financial planning expertise, we provide access to a wide range of specialist services that work alongside our core private banking team. From discretionary investment management to bespoke lending and corporate financing, we work together to provide you with the best service. In addition, we offer access to a wide network of other specialists from across our industry. Working with third parties to meet your needs allows us to provide flexible solutions.

We believe that to provide effective financial planning advice we have to help people think about their long-term objectives and understand the impact on their future in monetary terms. Using sophisticated software, we produce a series of models that assess the impact of any decisions so that you can make informed choices.

In addition to our financial planning expertise, we provide access to a wide range of specialist services that work alongside our core private banking offering. From discretionary investment management to bespoke lending and corporate financing, we work together to provide you with the best service. In addition, we offer access to a wide network of other specialists from across our industry. Working with third parties to meet your needs allows us to provide flexible solutions.

Whatever your situation, our advice is the same:

  • Engage with your finances as early as possible.
  • Think about your future carefully before preparing and implementing a plan.
  • Seek out professional advice when required.

Latest from the hub

Potential for volatility
Oil accumulation and OPEC cuts
Markets
Oil accumulation and OPEC cuts
en/the-hub/the-hub-details/news/https-wwwkleinwortbensoncom/
Weekly News Bites: Bringing down the house
Our top picks from this week's Morning Chat
Markets
Our top picks from this week's Morning Chat
en/the-hub/the-hub-details/news/weekly-news-bites-bringing-down-the-house/
Weekly News Bites: A picture of health
Our top picks from this week's Morning Chat
Markets
Our top picks from this week's Morning Chat
en/the-hub/the-hub-details/news/weekly-news-bites-picture-health/

Disclaimer

Your eligible deposits with Kleinwort Benson Bank Limited are protected up to a total of £85,000 by the Financial Services Compensation Scheme, the UK's deposit guarantee scheme. Any deposits you hold above the limit are unlikely to be covered.

Please click here for further information or visit www.fscs.org.uk

Kleinwort Benson places all client deposits with a spread of approved counterparties including other parts of the Societe Generale Group (the “Group”). As such their financial standing is linked to that of the Group. Depositors should form their own view of the financial standing of the Group based upon publicly available information.

Kleinwort Benson is a participant in the Guernsey Banking Deposit Compensation Scheme (the ‘Scheme’). The Scheme offers protection for ‘qualifying deposits’ up to £50,000.00 subject to certain limitations. The maximum total amount of compensation is capped at £100,000,000.00 in any 5 year period. Full details are available on the Scheme’s website www.dcs.gg or on request. Please note deposits with Kleinwort Benson outside the UK are not covered by the UK FSCS.