CLIENTS WE ADVISE / High Net Worth Individuals

As your wealth increases and your financial situation becomes more complex, you need increasingly sophisticated strategies to make the most of your growing resources and safeguard the prosperity you’ve worked so hard to create. 

Zephyr Wealth specialises in tailored solutions for high-net worth individuals, with personalised investment planning, astute portfolio management and we do this whilst working closely with your other trusted advisers.

Importantly charitable giving in the form of Private Ancillary Funds (PAFs) are a fantastic way to give back to the community and we can we can assist in helping you with your philanthropic desires.