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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



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