Wealth Management

With our WEALTH MANAGEMENT proposition you get the following services


Initial review of your personal circumstances at our office, your home or your place of work


Half yearly update & financial review


Interim email contact


Telephone messages responded to personally by your appointed adviser


Investment Strategy 


Individual risk profiling & risk reward analysis


Design of a suitable asset allocation


Design & construction of bespoke portfolio


Quarterly portfolio review & rebalance if required


Multi wrap / platform provider Valuations · Annual valuation statement from investment provider


Half yearly valuations provided with review


Portfolio Valuations on request and, same day confirmation· 24 hour online valuations via personalised client access (if available) Taxation & Trust Planning 


Advice on arranging assets in the most tax efficient manner


Taxation & trust planning reviewed on request


Specialist advice in conjunction with your accountant 


Advice on tax mitigation investment products· IHT advice


Off shore trust planning· CGT advice Additional services for wealth Management Clients 


Tax Planning and Trusts are not regulated by the Financial Conduct Authority






Decisions should not be based solely on the content of this website and individual advice should be sought first.

Regulations,levels and bases of taxation are subject to change.

The content is aimed at UK residents or residents of MIFID countries.Tax Advice is not regulated by the Financial Conduct Authority.


Trent River Capital Limited is registered in England & Wales. Company number: 7073799.

Trent River Capital Ltd is authorised & regulated by the Financial Conduct Authority (FCA) under number 627974. You can check this on the Financial Services Register by visiting the website http://www.fca.org.uk/register/ or by contacting the FCA at 25 the North Colonnade, Canary Wharf, London.E14 5HS or telephone 0800 111 6768