Packenham Wealth Information

We are based in the heart of England, with clients across the UK and abroad. The people we work for are entrepreneurs or senior leaders in blue-chip businesses. Their financial goals are broadly similar – to nurture their families, careers, businesses, assets and aspirations in order to create an enduring and stable legacy. Realising these goals demands bespoke advice and planning – one size does not fit all. We take our clients beyond traditional product-centric financial advice; to help them envision, articulate and execute a holistic and transformative approach to the management of their wealth for the short, medium and longer term. This means we spend quality time with them – getting to know what makes them and their families tick. Our clients are shrewd operators in their own fields – so are we. Years of experience have gone into the Packenham offering which spans personal and family wealth management, employee benefit and reward schemes and what we call “big planning”.