How we work
Comprehensive wealth management. Tailored to you.
Investment management
Whole-of-market portfolios designed for risk-managed, consistent returns - blending active and passive strategies.
Financial planning
A fully personalised roadmap covering income, goals, risk and long-term security.
Retirement and lifestyle planning
Build a plan around the life you want - now, not just at age 65.
Tax planning
Efficient structures to preserve capital and reduce unnecessary tax drag.
Estate and legacy planning
Protect what you’ve built and plan for the next generation.
Private office services
For clients with complex structures or international assets: exclusive investment strategies, trust planning, governance support and specialist guidance.
Your privacy. Protected.
Your financial life deserves absolute discretion. Bedrock uses Proton’s end-to-end encrypted email and secure infrastructure - protected under Swiss privacy laws.
You can share sensitive information safely using: bedrock-privatewealth@protonmail.com
Your financial life stays private - as it should.
Transparent pricing
Initial planning fee:
£3,600 (one-time) Covers comprehensive financial planning, cashflow modeling, and strategy development.
Administration fee:
£1,500 (one-time) Covers account setup, asset transfers, and initial implementation.
Ongoing management fee:
1% of assets under management (annual). Covers ongoing investment management, regular reviews, unlimited access, and all ongoing advice and support.
Why our fee structure works
How we help you plan your financial future
The conversation
Your first meeting is complimentary and exploratory. We discuss where you are, where you want to be, and whether we're the right fit for each other.
Build your foundation
We create a comprehensive cashflow model showing your current position and mapping out how to reach your goals. This visual planning tool becomes the bedrock for all investment and tax planning decisions.
Implement your strategy
With the foundation in place, we structure your investments, pensions, and tax-efficient vehicles to align with your lifestyle goals and risk tolerance.
Ongoing partnership
You'll speak with us 3-4 times per year for full reviews, with unlimited access between meetings. Your secure client portal provides 24/7 visibility of your holdings.
Start Building your Legacy
