Our Wealth Management service is designed for private clients (individuals, couples and families), companies and organisations. It enables them to:
- create, enhance and preserve wealth
- use that wealth to achieve goals more effectively
We take the following initial steps:
- Assessing the categories of wealth you already have
- In depth goal planning
- Understanding your attitude to risk to help us to deliver a solution within your risk profile
We then use lifetime cash flow planning to:
- ascertain whether your wealth will allow you to achieve your goals
- highlight planning areas that need addressing
- propose changes to ensure you do not run out of wealth during your lifetime
We do not operate an in-house discretionary management service. As independent practitioners we are able to offer a much more varied asset management service.
Part of wealth management may well include us providing some form of investment advice.
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