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Wealth Management

The wealth management department was established in 1999 from the firm’s wish to provide clients with comprehensive investment advice that is professional and not influenced by third-party sale or commission considerations.

We pride ourselves on being able to offer to you a highly personal service, bespoke to your individual requirements, to enable you to invest and move forward, secure in the knowledge you have received completely independent financial advice from a trusted law firm.

Since 1999 our department has grown year on year and is now under the stewardship of a highly-qualified investment team with combined experience of more than 40 years. We believe in providing dependable, knowledgeable advice in an empathetic and sensitive manner – we have particular experience of acting for elderly clients and clients in receipt of personal injury compensation awards.

We are paid exclusively by fee and do not accept commission – our clients receive regular six-monthly reports including full administration and a review of performance, in addition to regular client meetings.

Our wealth management services are backed by years of legal expertise in the setting up of trusts and lasting powers of attorney, Court of Protection work, and Inheritance Tax planning – and, although we are based in Chichester, West Sussex, we will be happy to work closely with you wherever you are.

Meet our team

John Atkinson is a chartered wealth manager qualified at CISI level 7 to provide investment advice. He is a fellow of the Chartered Institute for Securities and Investment and also has extensive legal expertise in tax, trusts, complex wills and probate issues.

George Ide LLP. We're on your side

Contact our team

For more information about our investment advice and wealth management services, call us on 01243 786668, email the team at info@georgeide.co.uk or contact the team directly using our details as shown on this page.

John Atkinson | Head of Trusts

Investment Advice

01243 813524 john.atkinson@georgeide.co.uk

Read Bio

Contact Our Friendly Legal Experts Today

For general enquiries or to discuss more specific needs in personal or commercial law please get in touch with a friendly member of our team today.

Latest News

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What is a Personal Injury Trust?

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How Long Does a Personal Injury Claim Take to Settle?

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1st November 2024

All You Need to Know About LPA (Lasting Power of Attorney)

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30th October 2024

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17th July 2024

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27th June 2024

Witnessing Traumatic Events: Secondary Victims

Our Offices

Chichester Office:
52 North Street,
Chichester,
West Sussex, PO19 1NQ 01243 786 668

Chichester Office:
61a North Street,
Chichester,
West Sussex, PO19 1NB 01243 786 668

By Appointment Only:
Parallel House,
32 London Road,
Guildford, Surrey, GU1 2AB 01483 617 615

By Appointment Only:
1 Hinde Street,
Marylebone,
London, W1U 2AY 0203 841 9891

Also at 44 North St, Chichester, PO19 1NF Contact Us

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