The Wealth Management Service is our flagship service, which combines investment management with financial planning. What is financial planning? That is a good question and you can find out more here.
Clients receiving this service will be provided suitable advice on their entire financial situation, e.g. retirement planning, financial protection, tax and estate planning and long-term care, etc.
Our aim with this service is simple, to help you plan, protect and prosper, ensuring your funds are within a tax-efficient environment and, if required, help you pass on your wealth to the next generation. Ongoing annual reviews will be face-to-face in a friendly environment.
As part of our financial planning process, we find out what is important to you and your future aims and objectives. Some of the solutions we use can be difficult, at first, to fully understand, but we try our best to explain them as simply as possible. There is no such thing as a bad question to ask us!
If relevant, we can work with your other professional advisers, such as your solicitors and accountants, or we could introduce you to our trusted network of professionals to provide an all-round service.
There are no hidden fees or exit charges and we put your aims and objectives at the forefront of every decision.