Please read this notice before proceeding, as it explains certain legal and regulatory restrictions applicable to the information on the website. This notice governs your access to and use of the website and should be read in conjunction with our Terms of Use and Privacy Policy. By clicking “Accept” and accessing the website you agree to the terms of this notice and the Terms of Use.  

This website is provided by Waverton Investment Management Limited ("Waverton"). Waverton is authorised and regulated for the conduct of financial service business by the Financial Conduct Authority.

Waverton tries to ensure that the information on the website is accurate and helpful, however, it cannot ultimately warrant the accuracy of any information contained on the website, particularly any information provided by third parties. Waverton cannot be held liable for any use or reliance you may make of or put on any information on the website except as specifically agreed with Waverton in writing. The website is provided on an "as is" and "as available" basis. Waverton do not make any express or implied representations or warranties in respect of the website and its contents (including, without limitation, warranties as to accuracy or completeness).

This website, and all information provided on it:-

2. is intended only for use by users domiciled in the United Kingdom, and is not for distribution to, or use by, any person or entity in any jurisdiction where such distribution or use would be contrary to any law or regulation or which would subject Waverton to any regulatory requirements in such jurisdiction;

3. is not directed at persons, and is not to be regarded as an offer to buy or sell or an invitation to buy or sell investments, securities or to accept deposits or to provide any other products or services in any jurisdiction, to any person to whom it is unlawful to make such an offer or solicitation; and

4. does not constitute investment advice on the merits or suitability of any investment product and no information contained within the website should be construed as such.

Please note that the value of investments and the income derived from them may fluctuate and you may not receive back the amount originally invested. Past performance is no guarantee of future performance. Currency movements may also affect the value of investments. The information on the website should not be relied upon in connection with any investment decision. The contents of this website should not be construed as legal, taxation or financial advice. If in doubt you should speak to your professional adviser.

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This page of the website is intended for UK professional advisers only.  To qualify you must be registered with the Financial Conduct Authority.  If you are not a professional adviser registered with the FCA please leave this page of the website by clicking 'Decline' below.  This page of the website should not be used by retail clients. Waverton does not accept any liability whatsoever should a retail client ignore this warning.

It is important that you read the contents of this notice carefully before accessing the professional advisers page (‘the page’). This notice governs your access to and use of the page. By accessing the page you agree to accept the terms of this notice having already accepted the terms of use when accessing the Waverton website.

If you do not agree to abide by the terms of this notice set out below and the terms of use accepted upon access to the Waverton website setting out further risk warnings and information, you must leave this page.

The Professional Advisers Page (‘the Page’) is provided by Waverton Investment Management Limited ("Waverton"). Waverton is authorised and regulated for the conduct of financial service business by the Financial Conduct Authority registered number 116404.

Waverton tries to ensure that the information on the website is accurate and helpful, however, it cannot ultimately warrant the accuracy of any information contained on the Page, particularly any information provided by third parties. Waverton cannot be held liable for any use or reliance you may make of or put on any information on the Page except as specifically agreed with Waverton in writing. The website is provided on an "as is" and "as available" basis. Waverton do not make any express or implied representations or warranties in respect of the Page and its contents (including, without limitation, warranties as to accuracy or completeness).

This Page, and all information provided on it:-

1. Is solely intended for your private use as a Professional Adviser registered with the FCA;

4. does not constitute investment advice on the merits or suitability of any investment product and no information contained within the Page should be construed as such.

Past performance is no indication of future performance.  The value of investments and the income from them is no guaranteed and can go down as well as up.  Investors may not get back the value of their original investment.

In order to comply with any money laundering regulations and laws, additional documentation for identification purposes may be required by Waverton.

In accordance with FCA regulations, all electronic communications and telephone calls between Waverton and its clients whether retail or professional are recorded and stored for at least 6 months. We will never share your email address with another person or organisation. Please read our Privacy Notice.

By clicking 'Agree' you agree to be bound as a Professional Adviser by the terms of this notice and the Terms of Use.

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This website is indented for professional investors only. If you are not a professional investor please leave this section of the website by clicking “Decline” below. This page of the website should not be used by retail clients. Waverton does not accept any liability whatsoever should a retail client ignore this warning.

By clicking 'Agree' you confirm you are a professional investor and agree to be bound by the terms of this notice and the Terms of Use.

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We are an owner-managed investment management firm, with offices in Edinburgh, Glasgow and London. We design and manage award winning investment solutions for private investors, charities, financial advisers and institutional investors. Our commitment to client service drives everything we do.

A dedicated wealth planner to establish a financial plan that gives you the best possible opportunity to accomplish your goals, and at the same time look after those closest to you

Regular reviews to evaluate your progress, adjusting the plan where necessary

Impartial advice on tax efficient investment

Dedicated portfolio managers to establish a bespoke investment management plan

Access to investment expertise, commentary and events throughout the year

Anytime access to the client login for all account reporting and secure communications

We offer an integrated wealth management service at Waverton, a true blend of wealth planning and investment management. Every client has access to a wealth planner who works with the client to create a bespoke wealth plan, and two expert portfolio managers to look after their portfolio in line with their investment objectives.

Building up enough money to retire can seem straightforward. The reality is complex, especially when it comes to how long the money needs to last.

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