About Us

We Plan A Great Financial Journey

Learn how we help you to achieve your goals

Our Services Including Advice On

The Probate Bureau Wealth Management is a firm of Independent Financial Advisers that provides expert financial planning advice to individuals, trustees and companies. Our role is to assist clients with efficient accumulation, utilisation and preservation of wealth.
We are committed to providing the best possible solution to a client’s ever-changing needs.

Savings, investments and ongoing asset management

We aim to give you the highest possible return with the lowest possible volatility based on your investment risk profile.


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Retirement planning

We will show you the best way to maximise your pensions and investments to give you a sustainable, tax-efficient income in retirement.


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You may not know that the government provides numerous ways to reduce the impact of tax on your wealth. We can help make your investment strategy more productive.


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We can help you plan to leave more of your estate to the beneficiaries of your choice at the time of your choosing with  minimal complexity.


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Services Products and Solutions Including Advice On

Our financial planning services incorporate advice on the following financial products and solutions:

  • Life Cover
  • Critical Illness Cover
  • Income Protection
  • Business Protection such as “Key person cover”
  • Shareholder Protection for business owners
  • Bank and Building Society accounts
  • National Savings & Investments products*
  • ISAs (Cash* and Investment ISAs)
  • Collective investments such as Unit Trusts and OEICs
  • Specialist investments such as Venture Capital Trusts (VCTs)
  • Investment Bonds
  • Structured Products
  • Stakeholder Pensions
  • Personal Pensions
  • Self Invested Personal Pensions
  • Occupational Pensions*
  • Pension consolidation and transfers
  • Retirement options such as Annuity purchase
  • The use of Trusts*

Your capital is at risk. The value of your investment (and any income from them) can go down as well as up and you may not get back the full amount you invested. Investments should be considered over the longer term and should fit in with your overall attitude to risk and financial circumstances.
The Financial Conduct Authority does not regulate National, Savings and Investment Products, Cash Deposits, Trusts and Taxation advice. Occupational Pension are regulated by The Pensions Regulator. Contact The Probate Bureau Wealth Management now to see how we can help.

3 Crane Mead Business Park, Ware, Hertfordshire, SG12 9PZ
(+44) 01920 443 283