Wealth Planning Team

The Wealth Planning Team at Bordier & Cie (UK) PLC specializes in providing tailored financial strategies and comprehensive wealth management solutions. Comprising a Senior Wealth Planner, Associate Wealth Planner, and the Head of Wealth Planning, the team focuses on creating bespoke plans to help clients achieve their financial goals, manage their portfolios, and optimize tax efficiency across various investment accounts, ISAs, pensions, trusts, and offshore bonds. They work closely with private clients, professional advisers, trustees, charities, family offices, and large institutions to deliver consistent and excellent service.