Wealth Management: Achieving Your Goals

If there is a downside to wealth, it's the time it takes to keep on top of things and ensure that your assets work hard for you. Often, the more successful you become, the less time you have to manage your personal finances.

We offer a range of options for clients requiring financial planning advice and reviews, from a complete wealth management service to project work.

Our lifestyle financial planning service will provide a detailed plan that we align with your goals. Wealth management is our holistic approach to providing financial planning services. We meet with you and gather information about your financial circumstances, assessing your risk profile and goals.

We then produce a detailed plan, recommending specific actions, and agree on the next steps to implement it. By holding regular reviews, we ensure that we stay on track to meet your goals.

Our business holds Chartered Financial Planner status, which is a sign of our commitment to excellence. This qualification reassures our clients that we uphold the highest standards of ethical practice, knowledge and skills.

Advice for Life

Most of our wealth management clients appreciate on-going advice about investments and pensions, and often have more complex financial planning needs that require expert administration. Using our wealth management services allows them to budget for access to the on-going expertise that they need, and enjoy the benefits of unlimited telephone consultations, regular email updates, our quarterly investment report, annual review meetings and online access to their investment and pension portfolios - all for a single annual fee.