The term ‘Wealth Management’ encompasses several strategies which involve building your net worth and putting in place provisions and plans to achieve your goals in the future.

There are two aspects to the work we do.

  • We establish and implement solutions which are right for you, both now and in the future.
  • We review a client’s plans to ensure they remain relevant in ever changing economic environment.

Ongoing support is extremely important to us and is offered to all of our clients. We can be by your side to guide and advise you on life’s journey and ensure your wealth works for you.

Investments

People invest their money for different reasons but primarily to achieve growth. We will invest your money in accordance with your attitude to risk with the goal of achieving the greatest growth possible.

We can help you with:

  • ISA’s
  • Investment Trusts
  • Structured Products
  • Investment Bonds
  • Capital Protected Investments

Portfolio Management

Once you have invested your money it is important to keep track of the performance of that investment plan. We offer a review service to all of our clients which keeps our expert eye on your funds in an ever changing economic environment and keeps you informed of any changes to the structure of your underlying investments.

Trust & Estate Planning

When you die you may be liable to pay Inheritance Tax on the value of your estate. This means that up to 40% of the value of your house, your life assurance plans, your savings etc. could be paid to the government instead of your children or nominated beneficiaries. We work with our clients to minimise this tax liability to make sure your loved ones receive more of their inheritance.

Retirement Planning

‘How much money will I have when I retire?’ is a question we are asked a lot. Many people do not think about their retirement until later in life but the sooner you put solid plans in place the better. It is very important to regularly review your pension arrangements to ensure the charges you are paying are current and competitive, the funds you are invested within are performing and that, if applicable, you are saving enough to achieve the lifestyle in retirement that you aspire to.