CFG Wealth Management is a trading division of The Carruth Financial Group which has provided investment and tax planning services to private investors and their businesses for over 20 years. Implementation of 'managed risk' investment strategies using tax efficient vehicles is at the heart of our business philosophy. The founder and Managing Director, Steve Patterson, has an outstanding reputation in designing innovative and robust strategies for investors in both the personal tax and retirement planning fields. He is also the founder and Managing Director of SIPP specialist Intelligent Pensions Ltd. which manages around £400m of private pension funds for its clients.

CFG Wealth Management was created to provide a bespoke estate planning and portfolio management service for 'high net worth' investors and trustees following the 2006 Finance Act. Under the new legislation the changes to IHT rules have made the use of specialised Inheritance Trusts a key element in the estate planning process. The design and management of trustee investment portfolios using our long established "AIMS" (active investment monitoring system) fits well with the new Trust regime. Associate Director, Karen Reid, joined CFG Wealth Management 3 years ago as Taxation & Trusts Specialist with over 10 years experience in estate planning including 4 years in Prudential’s Investment & Trust Technical Department and 3 years setting up and administering Inheritance Trusts for Standard Life.

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