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