Business Owners and High Net Worth Clients

At Welsh & Taylor Wealth, we are dedicated to helping business owners and high net worth clients achieve their long-term financial goals. We believe that every individual deserves a customised approach to their wealth management strategy, tailored to their specific needs and circumstances. 

Our mission is to achieve sustainable, long-term growth which will help you create a legacy that will last for generations to come.

We understand the unique challenges and opportunities that come with being a business owner in the Aberdeen area and the North East of Scotland. With offices located in the region and a deep knowledge of the local market, we are committed to providing our clients with the highest level of service and expertise. We take pride in our ability to cultivate long-term relationships with our clients, and we are dedicated to ensuring that every aspect of their wealth management strategy is aligned with their personal values and objectives.

Private clients
We specialise in meeting the financial needs of people who have created significant capital, or who earn higher incomes.
Business owners
We can help business owners, of any kind, to achieve their business, financial and lifestyle objectives.

Got a question?

Do get in touch with us if you need a bit more information about these services, or any of our other financial planning advice.