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Investing when wealth changes

Whether it's years in the making or completely unexpected, significant changes in wealth are critical times that need the right support and advice. You may have just sold your business, farm, or perhaps a property. Or received an unexpected inheritance. Whatever your circumstances that result in a lump sum of wealth, we're here to help tailor a personalised solution for you. We focus on your beliefs, values and ambitions working with you to tailor our private wealth solutions so you can focus on what the future looks like for you.

For your own tailored wealth strategy, you’ll partner with a local expert adviser to navigate all of the complexities of investment. They’ll get to know you, understanding all of the nuances that inform your decisions. Over time, we’ll build an enduring relationship where trust and integrity supports a personalised service.

Getting started

Starting your investing journey can be daunting but, whatever your circumstances, we can help you take that first step to managing your new found wealth. Our advisers are here to help build your portfolio to manage and grow your wealth over time. It’s all about supporting you to achieve your financial goals. Our support will be guided by your individual priorities, for example your appetite for risk or an interest in sustainability.

Premium advisory services

We offer exceptional personalised advice if you’re looking to achieve financial success in the world of investing. We’ll work together to create a tailored wealth strategy that considers your specific circumstances, giving you as much or as little involvement as you’d like.

We can take care of it all on your behalf with our Discretionary Investment Management Service (DIMS) and support you with exceptional service with our Managed Portfolio Service (MPS) offering. We’d love to work with you to understand what works best or you.

Featured Background
“We have been clients of Craigs for over 14 years. We needed a company with expertise, and access to in-depth market coverage. Craigs made it easy; the customised service that is offered by our Adviser has worked well for us.”
Craigs Investment Partners clients

We’re local to you. Talk to an adviser today.

With over 19 locations nationwide, you have access to expert advice to manage your wealth, wherever you are. Call your local adviser today - we’d love to chat.