Wealth Management: What it is and how it can help you
If you are new to the idea of wealth management, financial planning or investing in general, we are here to help you get up to speed and understand the solutions which are best for you.
We want to build your financial knowledge from the bottom up. That means un-complicating financial jargon and helping you understand how the different strands of wealth management can be applied. Once you are better informed about the options, you can be confident you are making the right decisions when it comes to planning and managing your wealth.
Personal wealth management
We will look at the ‘big picture’ and manage your wealth beyond just your investment objectives. We look at your longterm aims ”" both financial and lifestyle.
• You can be confident that we will work with you to build exactly the relationship you want
• We will always keep you informed about your portfolio and its performance
• We can discuss whether you want updates face to face, by phone or by email
• Your wealth is in specialist hands, as we focus on wealth management and financial planning
• We will design a unique portfolio that meets your individual needs and matches your attitude to risk
• We have a long track record of delivering consistent investment returns
Wealth management combines investment advice and financial planning to help sustain and increase your wealth. When you build a relationship with a wealth management firm like ours, you’ll be given your own wealth manager, who'll take time to listen to your needs so they can help you achieve your longterm objectives.
They’ll share their relevant knowledge and expertise before creating an investment solution that works for you. The solutions you explore with your wealth manager will depend not only on your own goals but also your current life-stage. And you’ll learn that wealth management isn’t just about investing but about tax, estate and inheritance tax planning and a variety of other services.
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