Private
client advice
Discreet, strategic guidance for complex financial affairs, tailored to your goals, your legacy, and your life.
For when the details are complex, and the stakes are personal
Managing significant wealth or complex financial structures requires more than technical expertise. It demands clarity, joined-up thinking, and a relationship built on trust. Whether you’re overseeing multiple assets, balancing family interests, or planning for future generations, the decisions you make today can shape your legacy for decades to come.
At Price Ferguson, we provide high-level private client advice, grounded in strategy and tailored to you. We work across tax planning, investments, estate structuring and succession, always with discretion, independence and a focus on what matters most to you.
Who we help
We work with individuals, couples, and families who have significant or complex financial arrangements. This includes high-net-worth clients, business owners, property investors, and multi-generational households. Some come to us for a second opinion, while others seek clarity on an evolving estate or to coordinate planning between family members and professional advisers.
Whatever your priorities, we provide advice that brings structure and stability, while adapting as your needs change.
How we support your private planning needs
No two clients are the same, and our approach reflects that. We begin with a detailed understanding of your financial world: assets, liabilities, goals, relationships, and concerns. From there, we develop a plan that integrates all moving parts into a clear and purposeful strategy.
That may involve optimising tax efficiency, reviewing investment structures, establishing trusts, or planning for cross-border assets. It could mean coordinating succession across generations, funding family gifts, or preserving wealth through long-term care. We also work closely with your accountant, solicitor, or family office, if needed, to ensure your strategy is cohesive and comprehensive.
Throughout, we keep everything transparent, considered and entirely shaped around your wishes.
Why private client advice matters
With greater wealth comes increased complexity and, often, greater risk. Without a clear plan, overlapping assets, competing priorities or changing tax rules can lead to inefficiencies, disputes, or missed opportunities. Private client advice gives you more than just technical reassurance; it gives you the confidence to lead, protect, and pass on your wealth in a way that reflects your values.
It’s about control, clarity, and a legacy that feels intentional.
Why choose Price Ferguson
We offer the technical capability of a larger firm, with the personal focus of a dedicated partner. Every client relationship is built on integrity, trust and long-term support.
As independent advisers, we act solely in your interests. We take the time to understand what matters to you and ensure that your financial plan reflects not just your circumstances, but also your broader vision for the future. Our role is to simplify the complex and to help you make confident decisions, now and across generations.