Wealth Management

A specialist area of financial advice, wealth management deals with high net-worth individuals, those with a high annual income or a significant amount of assets to invest or advise upon. As a high net-worth individual, it’s likely that you have a range of assets, from stocks and shares to property and other investments. As experienced financial planning professionals, we will make sure that your assets are working effectively and efficiently giving you the best chance of meeting your aims and objectives.

Reducing tax

Wealth management includes helping you with tax planning, reducing your tax bill, planning your estate and protecting your assets for future generations, for example through considering the use of trusts. From utilising your ISA allowance, making the most of your capital gains tax allowance or making provisions to defer any tax bill until your tax rate changes, we can help reduce the amount of tax you pay on your portfolio in a number of ways.

Information is based on our current understanding of taxation legislation and regulations. Any levels and bases of, and reliefs from taxation, are subject to change.

Close working relationships

We pride ourselves on the successful relationships we have with our wealth management clients, all of whom enjoy our one-to-one attention with regular discussions and face-to-face meetings. Relationships are built on trust and integrity and we take this responsibility seriously, offering comprehensive ongoing support and guidance. Through our close working relationship with clients, we are able to maximise your investment portfolio so you have the peace of mind that you are getting the most from your money.

We’ve got you covered

We offer a range of wealth management services including:

  • assessing needs and objectives
  • goal development
  • performance reviews
  • cost comparisons
  • recommending premium levels
  • tax planning
  • matching your attitude to investment risk
  • considering your capacity for loss
  • arranging for inheritance planning
  • selecting investment options

Our savings options allow you to invest on a monthly basis or with a lump sum. Whether you’re saving to build up capital, saving for a specific event, or requiring a better return on your existing funds, we have an option that will suit you. Plus, if you’re looking for different ways to invest, whether choosing your own funds or have them chosen by experts, our propositions will allow you to choose the method and type of investment that suits you.
If you’d like to find out more about our wealth management services, get in touch with us on 01621 842 808.

A PENSION IS A LONG TERM INVESTMENT THE FUND VALUE MAY FLUCTUATE AND CAN GO DOWN. YOUR EVENTUAL INCOME MAY DEPEND ON THE SIZE OF THE FUND AT RETIREMENT, FUTURE INTEREST RATES AND TAX LEGISLATION.
THE VALUE OF INVESTMENTS AND INCOME FROM THEM MAY GO DOWN. YOU MAY NOT GET BACK THE ORIGINAL AMOUNT INVESTED.
INHERITANCE TAX AND TAX PLANNING ARE NOT REGULATED BY THE FINANCIAL CONDUCT AUTHORITY.
TAX TREATMENT IS BASED ON INDIVIDUAL CIRCUMSTANCES AND MAY BE SUBJECT TO CHANGE IN THE FUTURE.