The Wealth Management Service is designed for those who require a bespoke financial planning service with Investment advice, ongoing service and who value a longer term relationship.
The Wealth Management Service is based on the Certified Financial PlanningCM standards, you will receive a high quality, high level strategic financial planning service without regulated investment advice and includes the Financial Health Check. There are no minimum asset or income levels. The service includes a comprehensive Financial Plan.
The written Financial Plan underpins the Wealth Management Service, but in addition, one of our planners will be accessible throughout the course of the year to help you when required.
You will then be sure that you have an individually tailored road map on which to base your finances.
For more information on the Wealth Management Service, call us on 01743 276797 or send us a message via the contact page
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