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 or by contacting the FCA at 25 the North Colonnade, Canary Wharf, London.E14 5HS or telephone 0800 111 6768