Making the right choice for your child - every day
Who we are
Carter Legrand Wealth Strategies is a leading financial planning firm based in Nottingham and London. We partner with individuals and business owners across the South East, The Midlands, and the "Core Cities." Our mission is to provide bespoke, specialist, and personable financial advice to help you achieve your financial goals.
What we do
We offer a comprehensive range of services to cater to diverse financial needs. Whether you're looking to:
- Build wealth: We can help you create a robust investment plan that aligns with your risk tolerance and financial goals.
- Grow wealth: We will work with you to maximize your potential returns and minimize taxes.
- Protect wealth: We can guide you through risk management strategies, such as insurance and estate planning.
- Preserve wealth: We will provide tailored solutions for wealth preservation and succession planning.
Our values
At Carter Legrand Wealth Strategies, we are driven by:
- Client-centricity: We prioritize understanding your individual needs and aspirations.
- Integrity: We adhere to the highest ethical standards and transparency in all our dealings.
- Expertise: Our team comprises experienced and qualified financial professionals.
- Collaboration: We work closely with you and other professionals to deliver comprehensive solutions.
Our approach
We take a holistic approach to wealth management, considering all aspects of your financial life. We will work with you to:
- Understand your financial goals and aspirations.
- Assess your current financial situation.
- Develop a customized plan to achieve your goals.
- Implement the plan and monitor your progress.
The St. James's Place Partnership
We are part of the St. James's Place Partnership, a network of leading financial advisors authorized by St. James's Place Wealth Management plc. This affiliation allows us to provide our clients with access to:
- A vast array of investment options.
- Expertise in all aspects of wealth management.
- Robust compliance and regulatory framework.
Partnering with Carter Legrand Wealth Strategies
By choosing us, you can benefit from:
- Personalized and attentive service.
- Access to comprehensive financial planning solutions.
- Ongoing support and guidance.
- Collaboration with a trusted partner who genuinely cares about your financial success.
