What Is Wealth Management? Primarily it is about keeping the money you have made or invested. It is about making sure your capital or money is invested in a variety of financial instruments to deliver income or capital growth or even capital preservation.
Assets need to be protected against the potential threats of capital erosion often caused by inflationary pressures, taxation system, and the many systemic market and investment risks which impact on most asset classes.
Everybody has a position of risk and loss tolerances and we help you understand that and help you see the long term benefits associated with wealth management.
There are plenty of ways of preserving wealth in real terms, protecting against the risks and often unforeseen events in this world. Because money is man made we understand it and the behaviour often associated with money.
Our service is all about helping you with professional wealth management advice to create build and protect your wealth and minimise your tax liability in a wealth preservation plan which we will develop and monitor over a long-term, on-going relationship.
THE TAX TREATMENT IS DEPENDENT ON INDIVIDUAL CIRCUMSTANCES AND MAY BE SUBJECT TO CHANGE IN FUTURE.
Will Writing and/or tax planning is NOT regulated by the FCA