As wealth grows, so does complexity. Our complete range of wealth management services brings cohesion and simplicity back to your financial affairs. You will have your own expert adviser who oversees your finances and calls upon additional specialists from our team whenever required.
The foundation of our wealth accumulation service is to first understand what you want to achieve. We take the time to consider your priorities and the many complexities of your life before exploring choices with you.
We need to assess your attitude to risk and gain an overview of your whole financial situation. We consider the current sources of your wealth, any restrictions on it and your existing assets prior to making investment recommendations. We aim to enhance your wealth to make sure you achieve the lifestyle you and your family want.
Although there is a team looking after your finances your adviser looks at the bigger picture and manages the team to ensure consistency.
When there are actions we need to take on particular matters the team works together on them as projects.
The value of investments and income from them may go down. You may not get back the original amount invested.
Tax treatment is based on individual circumstances and may be subject to change in the future.
Inheritance tax planning, Trusts and Estate planning are not regulated by the Financial Conduct Authority.
Speak to an adviser who will assess your objectives, current position, and help you plan a course of action. It’s also an opportunity for you to get to know us before deciding to engage our services. You can ask as many questions as you need. Your first meeting with us where we will discuss the ways in which we might help you is free of charge. Contact us today to book an appointment.
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