Trusts. Stocks. ISAs. Pensions. Retirement strategies.
Wealth management is all these and more.
Simply, it’s about looking at all your assets and revenues and seeing how your financial position can be enhanced in the short, medium and long-term. Your life goals are a very important part of any resulting planning.
This is bedrock to the process you will go through with your Financial Planner. It is their job to tailor your wishes to their planning and not vice versa.
The process is fully client-centred and is a relationship that can last a lifetime, where your wishes and ambitions are shadowed by someone who will be sensitive to your changing and evolving financial needs.
Tad lyrical perhaps, but true. Your Financial Planner is dedicated to looking after you and helping you accumulate and consolidate wealth.