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Accounting Firm

Innovate Financial Services

Independent wealth management firm combining financial planning, tax, private and corporate legal work and HR advice

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About Innovate Financial Services

Innovate Financial Services calls itself an independent wealth management firm that works with legal partners to give wide-ranging advice. Its approach starts with understanding a client's values, goals and ambitions before structuring their affairs.

What Innovate Financial Services offers

  • Financial planning — strategic planning, retirement planning, wealth succession, investment services, philanthropy and family protection.
  • Asset management — funds and portfolios in tactical, systematic, passive and tailored styles, with tax planning and portfolio reviews.
  • Tax services — tax returns, inheritance tax and succession planning, capital gains planning and structuring for family companies.
  • Private legal services — trusts, probate, elderly client and Court of Protection matters, family business succession and family office support.
  • Property services — conveyancing and mortgage advice.
  • Corporate legal and HR — corporate legal work, outsourced HR, employment law, recruitment and learning and development.

Who it works with

Individuals, families and family-owned companies.

Profile written by TrustList from the business's own published information, Oct 2026.

Categories & features

Rankings

As of 2026-10-05. Organic ranks only; sponsored placements are never ranks.

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