Securing Your Future. Honouring Your Legacy.
Bespoke retirement and wealth strategies from trusted London-based advisors.
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Your Partner for a Prosperous Retirement
At Silvered Horizons Wealth, we believe that retirement is not an end, but a new beginning. Our mission is to provide you with the clarity and confidence to embrace it fully. We are a team of dedicated financial advisors specializing in creating bespoke strategies that protect and grow your wealth, ensuring your legacy is secure for generations to come.
Based in the heart of London, we offer a personalized service grounded in decades of experience, meticulous planning, and a deep understanding of our clients' unique aspirations. From pension consolidation to complex estate planning, our advice is always tailored, transparent, and focused entirely on your long-term financial well-being.
Our Core Financial Services
Pension Consolidation
Simplify your finances by combining multiple pension pots into a single, manageable plan, potentially reducing fees and improving growth prospects while gaining clarity on your total retirement savings.
Retirement Income Strategies
We design tax-efficient drawdown and annuity strategies to provide you with a stable, reliable income stream throughout your retirement, aligning with your desired lifestyle and financial goals.
Wealth & Estate Planning
Protect your hard-earned assets and ensure your wealth is passed on according to your wishes with our comprehensive estate and inheritance tax planning. We help you navigate complex regulations.
Intergenerational Wealth
Expert guidance on transferring wealth to the next generation, helping you support your family's future financial security effectively and responsibly, with an emphasis on tax efficiency.
The Horizon Pathway: Our Client Journey
Discovery & Goal Setting
Our first meeting is a deep dive into your current financial situation, life goals, and retirement aspirations. We believe in active listening to truly understand what truly matters to you and your family.
Strategic Plan Development
Using the insights gained, we craft a bespoke financial plan—your personal roadmap—outlining the exact strategies we'll employ to help you achieve your objectives efficiently and effectively, always with a forward-looking perspective.
Implementation & Consolidation
We handle the complexities of implementing your plan, from consolidating various pension schemes to structuring new investments. Our process is transparent, and we guide you through every step, ensuring a smooth transition.
Ongoing Review & Adaptation
Your life and the market are dynamic. We commit to meeting with you regularly to review your plan's performance, make necessary adjustments, and ensure your strategy evolves with your circumstances, keeping you always on course towards your secure future.
Hear from Our Valued Clients
"Silvered Horizons transformed my jumble of old pensions into a coherent strategy. For the first time, I feel completely in control of my retirement. Their clarity and professionalism are second to none, making a complex process remarkably simple and reassuring. I highly recommend their expertise."
Eleanor Vance
Retired Headteacher, Surrey
"As a business owner, I had no time to manage my personal wealth effectively. The team at Silvered Horizons not only optimized my investments significantly but also provided an invaluable comprehensive estate plan. I can now focus wholeheartedly on my business, knowing my family's financial future is secure and well-managed."
David Chen
Small Business Owner, London
Meet Your Senior Wealth Advisors
Charlotte Rhys-Jones
Chartered Financial Planner, Director
With over 20 years of experience in the financial sector, Charlotte specializes in complex pension transfers and high-net-worth estate planning. She is passionate about empowering clients to achieve lasting financial freedom and security, offering clear, actionable advice tailored to unique situations.
Thomas Sterling
Senior Wealth Advisor
Thomas focuses on building robust retirement income portfolios and optimizing investment strategies for sustainable growth. He holds advanced certifications in investment management and provides data-driven, strategic advice designed to navigate market complexities and secure client prosperity.
Start Your Journey to a Secure Retirement
Complete the form below to schedule a no-obligation, complimentary consultation with one of our senior advisors. Alternatively, you can reach us directly via phone or email.
Direct Contact Information
Address:
387 Grosvenor Place, Suite 08A, London, SW1W 7PL
Phone:
+44 20 7946 0876
Email:
info@silveredhorizons.co.uk
Office Hours:
Monday - Friday: 9:00 AM - 5:00 PM