WEALTH MANAGEMENT

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.

Marcus Palmer (client name changed), having retired from his high powered job in the City, wanted to relax and enjoy his wealth. With no children, he and his wife intend to leave most of their estate to charity so they have no inheritance tax issues. We were able to structure their wealth in such a way that they continue to enjoy access to it while it grows at a rate designed to ensure they never run out.

How the service is provided

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.

Free wealth management

CONSULTATION

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.

We will use your name, email address and contact number (‘personal information’) to contact you about the services you have requested or respond to an enquiry you have submitted, which may require us to share it with Radcliffe & Newlands Estate Planning Ltd. For further information on how your information is used, including disclosure to third parties, how we maintain security of your information and your rights in relation to the information we hold about you, please see our Privacy Policy.