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A Legacy of Financial Expertise Spanning Generations
Established in 1898, The Fry Group has proudly guided individuals and families towards financial security for over 120 years. Our heritage is built on delivering tax-led financial planning, tailored to each client's unique needs and aspirations.
Who We Are
Our team of experienced professionals includes seasoned tax, estate, and financial planning experts. We combine deep industry knowledge with a genuine desire to understand your personal financial goals and anxieties. We are committed to providing clear, concise, and accessible guidance, simplifying the complexities of your finances and empowering you to make informed decisions.
Our Services
We offer a comprehensive range of services covering every aspect of financial planning, including:
Tax Planning
- Comprehensive UK tax planning and mitigation strategies.
- Inheritance tax planning and execution.
- Capital gains tax optimization.
Financial Planning
- Wealth planning and asset management.
- Retirement planning and expatiation guidance.
- Succession planning and trusts.
Estate Planning
- Will writing and power of attorney.
- Probate and estate administration support.
- Trust establishment and management.
Beyond Financial Expertise
We believe financial planning is about more than just numbers. We also offer:
- Corporate Responsibility: We actively support various charities and initiatives.
- Women in Finance Charter: We advocate for gender diversity in the financial sector.
Our Commitment
At The Fry Group, we are dedicated to:
- Delivering straightforward and accessible financial advice.
- Building long-term relationships with our clients.
- Providing ongoing support and guidance throughout your financial journey.
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