Homeagcdesign2025-02-12T17:24:46+00:00

We provide wealth planning support to banks, investment managers, family offices, other professionals and direct to individuals.

We provide wealth planning support to banks, investment managers, family offices, other professionals and direct to individuals.

“The only source of knowledge is experience” (Albert Einstein)

Ken Chapman and David Beck first worked together 25 years ago in Birchin Lane in the City of London. They bring 70 years of combined experience to the world of private wealth, helping individuals and familes navigate this complex and ever shifting landscape.

Latest News & Articles

STEP UK Tax, Trusts and Estates Conference

agcdesign2025-07-29T11:14:16+01:00International, Planning, Tax|

Ken and David will be strategising on various financial planning topics

Southern Africa Family & Business Legacy Forum

agcdesign2025-02-11T14:58:50+00:00International, Planning|

"Creating and growing legacies for our future - issues and solutions"

International Life Assurance Bonds & Other Portfolio Wrappers

agcdesign2025-03-24T11:47:39+00:00International|

Unless they have been in the UK for less than 4 years on 6 April 2025, RNDs will begin paying income tax...

BUSINESS ADDRESS
Birchwood Work Space
Birchwood Farm, Woldingham Road
Woldingham, Surrey CR3 7LR

REGISTERED ADDRESS
Birchin Lane Wealth Advisory Limited
71-75 Shelton Street
London WC2H 9JQ

Birchin Lane Wealth Advisory Limited is an authorised representative of Prosper Financial Solutions Limited which is authorised and regulated by the Financial Conduct Authority.

Birchin Lane Wealth Advisory Limited is entered on the Financial Services Register under reference 1023322.

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