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.