welcome to cream

Private Financial Distinction

The highest quality service, expertly tailored to you, your home and your financial wishes. When you are ready to find out more about our private client estate planning service, simply get in touch. We will arrange a call to introduce ourselves personally and talk through how we work.

About Us

The Cream Private Client Experience

Everything you experience with us – from your first call to the fulfilment of your chosen product and service will be delivered in the most personal, private and professional manner. We always work with complete transparency and honesty so you are always informed and in control, every step of the way.

Private Client Wealth Advice

Every journey is different, and we understand your journey is personal. Navigating through the complex, financial landscape requires careful and detailed planning to plot the right course for your retirement and beyond. This is why we have partnered with some of the best firms in the UK to deliver exceptional outcomes for our clients with service benchmarks to fit.

Private Client Art & Insurance

Through our affinity partners, their Art & Private Client insurance team, care for people with a passion for the finer things in life. They work closely with art galleries, private collectors, restorers, security experts and skilled craftsmen to keep up to date with market trends and provide you with the advice and protection that best suits your lifestyle.

Private Client Mortgage Advisory

Mortgages are on people’s minds at various stages of their life. Whether it be buying a home for the first time, remortgaging your existing home, or releasing money in the later years for you and your loved ones to enjoy. We offer a fully advised and handheld service, keeping you up to date every step of the way. We also work with many clients who have specific lending needs such as High Net Worth Lending (HNW) or Impaired Credit Lending.

Get in touch, we're here to help.

When life gets complicated, having a trusted legal advisor helps ensure you are ready for the road ahead; whatever your needs, assets or personal situation, we will listen to you and provide friendly and practical advice. We provide support on a wide range of private client matters, including Wills and Probate, Lasting Powers of Attorney, Trusts, business succession, and later life planning, including equity release advice. 

We work with individuals, families, and business owners, providing trusted tailored advice.

Call Anytime: 01902 894 172