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