What is Wealth Management
Wealth management allows us to put together a plan so that your finances can support your ambitions in life. And that can mean different things to different people. For example, you might be approaching your later years and seeking advice on how you can prepare for retirement or the steps you can take to provide for your loved ones.
You may be one of the 15.6 million UK adults who have more than £10,000 in investible assets, or you might be thinking about making your money more tax-efficient. Our wealth management services cover all of the above and more, and our expert team will be more than happy to assist your needs and goals.
In life, everyone has goals they'd like to achieve – no matter how ambitious.
Finding the way to do so can sometimes be a challenge. But wealth management is the process of putting together a bespoke financial plan that is specifically designed to help you reach those goals.
Wealth management can be as simple as helping you to invest some of your money. It can also be much more comprehensive. we use full financial review to take a close look at all areas of our investments.
Above all, this type of service can help you take control of your future. It can make your money work for you and unlock numerous opportunities. But what exactly is wealth management?
And how does our dedicated specialists support you with your ambitions in life?
Wealth management explained
The services combines many disciplines and specialisms – including fund managers, financial advisers, and stock brokers. But what is wealth management, and what is its role in your life?
Simply, wealth management is the service that brings together all aspects of financial services in one, holistic package.
It is a process that's based entirely on your specific needs and ambitions. Are you looking to plan for retirement? Is the idea of owing Inheritance Tax (IHT) on your estate creating concerns? Or do you believe there must be a more efficient way to organize your finances?
We are here to help – providing a comprehensive service to manage your investments in a way that's right for you.
Helping You Bring Your Finances Into Focus
Taking the time to plan your financial future is one of the most important investments you could make. At face value, wealth management helps you to make better decisions about your money. But don't overlook the peace of mind this can achieve for you and your family too.
Providing for your own future? Thinking about how your family would manage without you? Looking to pass your wealth onto your loved ones? For all these goals and more, wealth management helps bring together everything that matters to you in one coherent, ongoing strategy.
Let's face it, life is rarely predictable. But you can feel much more confident about your future if you have a robust financial plan in place. And the combined expertise of our Financial Planners and Investment Managers can help you chart your path through life – whatever that may be.
What does a wealth manager do?
The role of a wealth manager is to ensure that you receive comprehensive investment plan that's relevant to your needs.
As the client, the recommendations you receive are unique to you. There are no off-the-shelf suggestions – just tailored and appropriate investment plan.
One thing that makes us different is the way we combine the internal skills and expertise of our people. It allows us to plan for every aspect of your investment and what you're looking to achieve.
The benefits of wealth management
It turns out that more than a third of us admit to having regrets about financial investment we arranged ourselves.
From mortgages to pensions, a lack of awareness of the benefits that come with getting an expert can lead to regret our own uninformed decisions.
Many self-managing investors can also make costly emotional decisions with their investments instead of rational ones. It might be that you bought an investment at a high, then sold it when it fell in value. Or perhaps you failed to diversify your investments.
We believe wealth management is the difference between finding a solution and finding the solution that's right for you.
