Investment management and financial planning services

Many of our private clients require a more customised and sophisticated investment management and financial planning service. This includes advice on tax planning, business succession, estate planning and balanced investment portfolio construction. ELG Asset Management has developed considerable expertise in advising and working closely with clients with need of a holistic wealth management service.


We can develop a plan to mitigate your tax liabilities and free up cash flows to meet your business and life aspirations.

  • Directors
  • Partners
  • Private clients
  • Income tax
  • Capital gains
  • Inheritance
  • Trust plans
  • Offshore investments
  • Investment vehicles and ‘tax wrappers’


We work with private clients to develop tailored investment portfolios to meet their goals and aspirations.

We will focus on maximising growth and protecting the fund against falling markets.
We offer a range of services for portfolio construction:

  • Risk assessment
  • Portfolio construction
  • Fund and investment research and selection
  • Transaction management
  • Goal setting and review
  • Tax wrapper advice
  • Investment consolidation and aggregation

Personal Financial Planning

Our financial planning experts also advise our clients on planning to meet their needs at the key stages in life.

Find out more about our Personal Finance Planning services

Want to know more?

If you would like to know more about our services for businesses or private clients, please call us on 01273 900995. You can also email us –

One of our experienced team will be happy to help.