Founder
Managing Partner
HNW Wealth Managers
London
Wealth management
Wealth planning
Business owners
Entrepreneurs
HNW
Wealth Management & Private Banking
Financial Services
Spear’s Review
Having cut his teeth offering financial advice to business owners at HSBC for 20 years, Stephen Scutcher set up Trowlock Wealth Management, a St. James’s Place partner practice, in 2013 and has since built a sizeable book. Clients are typically entrepreneurs but also include FTSE 100 board members.
The seasoned adviser said he usually has two to three meetings with new clients before recommending any products because he wants to gain a long-term picture of the their objectives.
‘How can you deliver a product or a solution until you know what they’re trying to achieve?’ said Scutcher, who added that the wealth manager’s role is ‘a partnership with that client rather than just a relationship’.
Adviser Profile
Stephen Scutcher is the founder and Managing Partner of Trowlock Wealth Management LLP. A family man, keen golfer and successful business owner, Stephen has amassed over 30 years of experience in the Private Client advice sector, advising some of the most successful individuals, business owners and entrepreneurs in Britain.
At Trowlock, we understand that advising on business, personal and trust planning matters requires keen perceptive powers, attention to detail and an in-depth understanding of the client and their financial objectives. Managing wealth presents many common challenges; however, at the core of our Private Client service is an appreciation that our higher-net-worth clients often have a different set of motivations and ambitions. These can be far-reaching and complex and are unique to each individual.
Our service brings together a comprehensive range of solutions to address the four key areas of effective wealth planning: maintaining lifestyles, protecting assets and family estates, pursuing philanthropic aims, and supporting businesses and professional interests. We understand that advice needs to be as individual as our clients, designed to fit around lifestyles, family life, business and professional interests. In that way, we help shape future plans and build lasting relationships.
We pride ourselves on being innovative, agile and thorough in our approach. We work with a number of associated businesses, allowing us to provide additional services, including but not limited to business exit and acquisition strategies, private banking, and legal and accountancy services.
Rank: Recommended
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