CTT Private Client: A wealth of expertise

Problem Solvers

There’s no single, “off the shelf” approach when it comes to wealth planning and management. What works for one individual may be counterintuitive for another. Your financial aims are as unique as your vision for what lies ahead – for your family, your business, and your own personal goals.

That's why the dedicated team at CTT Private Client takes the time to get to know you and provide a holistic, consultative approach to wealth and estate planning.

Thanks to the team’s diverse skillset, you can draw upon their STEP-qualified estate planning and regulated financial advice without being passed from pillar to post.

Solution Providers

CTT Private Client pride themselves on being a centre of excellence, providing an advanced and personal service based on trust and integrity. Their advisors are passionate about supporting their clients’ current business plans and nurturing their future aspirations.

The extent of the team’s collective expertise in pensions and investments, trust management, independent financial advice, IHT planning, and business succession allows CTT Private Client to offer tailored advice and a comprehensive service.

Business Partners

With the assistance of partners such as CTT Law and CTT Accountancy, Private Client is also able to handle more complex legal and accounting issues such as business and property sales.

Here, you’ll find everything you need to take care of your business and personal finances, and your estate, all under one roof.

More than just business advice, CTT Private Client focuses on providing carefully curated solutions to support business growth.

Whether you’re looking for ways to mitigate taxes, maximise investments, or secure a new path for business growth, Private Clients' highly qualified, experienced team offers professional business advice with a personal touch.

Succession Specialists

Hard work and dedication have enabled you to build up a sound business to benefit you and your family. But what plans do you have for it once you retire? What if you were to die suddenly? Effective succession planning can help alleviate any worries you may have for the future of your business.

Private Client can provide you with a comprehensive succussion plan that considers your personal circumstances to best serve the business and its beneficiaries when you retire from the workplace or in the event of your passing.