How it works

Wealth management is about extracting the maximum amount of value from the assets you already have, developing and following strategies that add to those assets and just as importantly, ensuring that they remain in your-or your family’s possession.

Our wealth management service covers four main areas:

  • Investment planning - extracting the maximum amount of value from your current investments and savings and finding other suitable wealth creation options for you.
  • Retirement planning - advising on the most suitable options in terms of pensions, annuities and other retirement options.
  • Estate planning - passing your wealth on as you wish, in the most tax efficient manner.
  • Protection planning - establishing mechanisms that prevent your assets being removed from your possession unnecessarily.

Before we do anything we get to know you, your needs and objectives - conducting an exploratory meeting – at our expense. This allows us to be more flexible in the design of our solutions.

After gathering information on your current arrangements we are able to formulate a cohesive strategy and present these in a written report for you.

The report will out what your consultant considers the most suitable short, medium and long-term options.

As you get older your wealth management needs change and this is why we believe it is important to review your arrangements regularly. The frequency and scope will depend on the complexity and the value of your assets.

Want to speak to our
wealth management experts? Call:
0800 294 7199
or get in touch online.
We are open Mon-Fri, 9am-5pm.

Your options

As a client of Torquil Clark you can choose the ongoing service you require and how to pay, however we have three standard options:

Option 1 Option 2 Option 3
Valuations from investment company Tick Tick Tick
Access to portfolio valuations 24 hours a day, 7 days a week Tick Tick Tick
Consolidated valuation from Torquil Clark Tick Tick
Regular communications to keep you up-to-date with pertinent news Tick Tick
Unlimited email and telephone access to your consultant Tick
Option to active investment management service Tick
Face to face meeting with your consultant Tick Tick
A full financial review with your consultant to discuss any changes to your circumstances and the on-going suitability of your arrangements Tick

Your consultant will be able to talk through the details and costs with you at your first meeting.