About Us
Philpott Reed Partnership is a firm of Independent Advisers. We specialise in advising high net worth clients on both a personal and corporate basis.
Our clients funds are managed on a proactive basis which is facilitated by using some of the most up to date methods of technology within the market place. In the main this is done through the use of Wrap platforms.
Wrap platforms allow us to hold all details of a client's investments and pensions amongst others, on a single administrative centre. From there they can be monitored and analysed on a regular basis. Using Wraps as an administration tool allow us to provide a comprehensive wealth management service to clients of our practice.
Tax planning is a core part of the advisory process. Through our unique relationship with O'Haras Chartered Accountants we are able to provide our clients with a bespoke tax planning service to implement the advice given.
If you would like to find out more about the services we offer then information can be found using the navigation options on the left menu or by contacting us.