Financial planning and advice

Wealth Planning

What does wealth mean for you?

Wealth means something different to all of us. At UBS, our commitment isn’t just to protect and grow your wealth. It’s to create an investment solution tailored to you.

Together, we can craft a way for you to live the life you want – today, tomorrow and for generations to come.

We've been helping our clients right across the UK with their finances for decades. Our experts can help you draw up a financial plan that’s flexible and tailored to suit your financial goals.

How we’ll work together

Everything starts with getting to know you. Together you and your client advisor will identify your financial goals and priorities using our UBS Wealth Way approach. You’ll agree a plan that fits for today or for where you want to be in the future.

Your client advisor is your access point to our wide range of wealth management services and our global network of investment and product specialists. Together, they’ll make your plan a reality.

Understanding your situation

We translate your priorities and goals into practical financial objectives based on your situation, preferences and risk profile. We’ll also provide investment advice that’s in line with regulatory requirements and the markets.

Setting your goals

Your client advisor will work with you to create financial strategies that help you reach your goals. Following our rigorous investment process, we’ll present you with actionable advice and ideas that work for your situation.

Creating and executing your wealth plan

Once you’re comfortable that our proposed solutions are sound and suitable, your client advisor will involve the right investment and product specialists and resources so we can start implementing your wealth plan with you.

Reviewing and revising as needed

At your request, your client advisor will regularly review and monitor your portfolio to ensure you continue to be confident in your financial decisions. So when your circumstances or goals change, your wealth plan can too.

Financial planning and advice

Our solutions

Whether you’re an individual investor, entrepreneur or corporate executive, our client advisors are ready to help. We have a wide range of services available to fit your current wealth situation.

Wealth planning advisory

There’s no 'one size fits all' when it comes to wealth planning. We’ll meet with you to discuss your current goals, requirements and financial situation. With these insights, we can advise you on where we see potential to improve your financial situation and explain how these opportunities could make an impact.

Perhaps you’re considering passing on your wealth to loved ones or simply looking to reduce your inheritance tax exposure. Whatever your needs, we’ll work with your tax and legal advisors to address them in the best way possible.

Financial planning

Our decades of experience have given us a deep understanding of the financial impact of key life changes such as getting married (or divorced), buying a home, switching careers, building or selling a company and retiring.

We know that when it comes to financial planning, it’s essential to take these life moments into account. We can support you in defining your risk appetite, keeping you updated on legislative changes that may have an impact on your financial situation, and helping you maintain a sustainable income both now and in retirement.

Your benefits at a glance

Sound advice

Sound advice

Benefit from an expert analysis of your goals, requirements and overall financial situation. Your advisor will answer your questions and propose appropriate solutions.

Specialist support

Insights and expertise

Over 70 UK-based investment products and service experts, including wealth planning specialists, can help you design your portfolio and discuss investment ideas.



We create wealth solutions based around your specific needs. And if your circumstances or goals change – don’t worry. We’ll work with you to adapt your financial plan.

Strong partnership

Strong partnership

As a global wealth manager with over 160 years of banking tradition, we offer you the security and confidence you need to build a long-term successful relationship.

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Together, we can help you pursue your goals.

The price and value of investments and income derived from them can go down as well as up. You may not get back the amount originally invested.

UBS does not provide tax, legal or accounting advice. You should consult your independent tax/legal advisor and accountant for specific advice before entering into or refraining from entering into any investments, structures or planning.