Services


Evidence Based Advice Delivered Through Three Clear Service Options





Investment Advice


Investment Advice and Ongoing Portfolio Management  for Trustees

This service is aimed at providing investment advice to one specific account. For Silverhall Wealth this service is primarily aimed at Trustees. As the trust is a legal entity and separate from the individual settlers and or beneficiaries we are required to contract separately with the trust to provide investment advice services. However, Silverhall Wealth is a holistic advice firm and will therefore often be providing investment advice services to both the trust and members of the family such as settlors and beneficiaries. We try where possible to do this holistically and allow the family unit to benefit from linked pricing for both advice fees and custody fees. 

Financial Planning


Holistic Financial Planning That Includes Ongoing Portfolio Management and Tax Planning

We approach Financial Planning holistically. This means we consider all owned assets including properties, businesses, pensions, and investments along with insurance policies to assess the suitability of the whole structure in the context of your stated objectives. Financial Planning as a discipline breaks out of the current time view to consider how your current structure meets your objectives both now and, in the future, and how resilient that structure would be to unforeseen shocks. Investment advice is best offered in a financial planning context as investment portfolios can be aimed at specific financial outcomes and risk carefully calibrated. 



Wealth Management


Holistic and Cost Effective Wealth Management for Now and the Next Generation

Our Wealth Management service is an extension of our financial planning service as it includes all the elements within financial planning and extends them to include advice on more complex investment structures and more complex areas of tax planning. The Wealth Management service is aimed at clients that have assets accumulated in excess of what they intend to spend in their lifetimes. This ‘excess’ wealth often generates a second set of financial objectives which may involve beneficiaries outside of the family unit. Thus, calibration of risk, management of complexity and facilitation of stakeholder relationships become key elements of this service.  

(The value of your investment (and any income from them) can go down as well as up and you may not get back the full amount you invested.

The Financial Conduct Authority does not regulate Trust and Tax planning.)


“My wife and I have been working with Mike for almost 15 years. He is someone we have built a deep trusted partnership with over that time in handling and planning our financial affairs. We work with Mike because he practices what he preaches. He is fascinated by the detail, the performance and most important of all the outcome we are looking for. Having a plan for your financial future is key and he works hard to provide you with all the options to suit your needs whilst keeping an open mind. He is also focused on the costs and does his thorough due diligence on the vehicles, platforms and products he recommends.”

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