We know that financial needs vary hugely from person to person, depending on their age and circumstances. That’s why we always build a bespoke range of services around every client, helping them:

• make more of their money
• utilise tax allowances
• plan for the future
• identify the best investment opportunities

We are also experts in complex expatriate financial issues, catering for the millions who choose to live or work abroad. So wherever you are based around Europe, you will never be far from a Totus private client manager. Working for both individuals and corporations, our services span:

• retirement planning
• wealth management
• tax planning, including inheritance tax
• investment, savings and estate planning
• mortgage advice
• employee benefits guidance
• school fee planning
• health protection
• business and personal insurance

For more information please contact:

Will Redford, head of international wealth management
e: will.redford@totus.com
t: +350 200 76108
m: +34 616 960922

Glyn Moss, head of UK wealth management
e: glyn.moss@totus.com
freephone: 0800 043 4904
t: +44 (0)1908 255 551

Totus Wealth Management is a trading style of 20Twenty Independent Ltd, which is authorised and regulated by the Financial Services Authority (UK) registration no 137678

totus - your guide for your wealth journey