An independent, bespoke, personal and professional service that combines financial planning, investment management and tax mitigating services.
Our advice will always be determined by your needs and objectives. We are highly experienced in working with business owners, senior executives, professionals and retirees who will usually have investable assets (eg savings, shares, funds, ISAs, pension funds etc) of over £200,000. How we work with you from the initial meeting to the ongoing service, if it is required can be found on our process page.
Whilst the Wealth Management Service ensures a comprehensive initial and ongoing review of your financial planning and investment requirements we do offer specialist services that recognise the importance of certain life stage events (e.g retirement, legacy planning).
The areas of advice covered by the Wealth Management Service includes:
The value of your investment can go down as well as up and you may not get back the full amount you invested. Past performance is not a reliable indicator of future performance.
Levels, bases of and reliefs from taxation may be subject to change and their value depends on the individual circumstances of the investor.
Tax planning is not regulated by the Financial Conduct Authority.