WEALTH MANAGEMENT

Whether your aim is to preserve your wealth or to build wealth for the future we can provide a solution for you together.

We will create a tailor made investment strategy that will allow you to grow the capital you will need at various points in the future. Alternatively we can provide you with a tax efficient income with the wealth you have already accumulated.

There is a vast range of investment options available to investors.  As Chartered Financial Planners, we can help you construct or select a portfolio that meets your financial requirements and expectations in view of your risk appetite. We continually review the latest research and information from various research institutions analysing their recommendations in terms of investment portfolios and asset allocation giving them full consideration before determining whether these strategies should be adopted by our private clients. These strategies are then continually reviewed and monitored via a robust analytical review process. If we are not absolutely confident that this is the best approach for you, we can change or modify the investment approach with little cost or effort utilising the industry’s latest platform/wrap technology.

The above process is managed carefully with you and your expectations in mind in terms of how involved in the investment process you would like to be. This can range from a simple agreement to proceed with an investment recommendation or to an on-line discussion where the consultant and the client can view and discuss the portfolio ‘on-line’ or ‘face-to-face’ or over the internet. Where suitable, we can also recommend a Discretionary Portfolio Management Service in which we would monitor the relationship.