Wealth Management involves bringing together all of the various financial planning disciplines such as financial management, asset management, risk management, retirement planning, investment portfolio construction, tax planning and estate planning. Essentially it deals with the accumulation, preservation and transfer of wealth.
Wealth Management
Wealth Management involves bringing together all of the various financial planning disciplines to manage the accumulation, preservation and transfer of wealth.
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How We Help
Estate Planning
When we provide services to a client, one of two scenarios transpires. The client’s aim is generally to accumulate enough wealth to fulfil his or her financial objectives. If our projections indicate that the client has more resources than they need to fulfil their financial objectives then the problem becomes one of managing this wealth and passing it on to the next generation in the most tax effective manner, both during the life of the client and on death.
All our Wealth Management clients get Cashflow Modelling as standard.
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Our service includes a high level review of your case by a Tax Adviser following which we will present you with a menu of options to maximise the efficiency of your finances.
