Looking after accumulated wealth is one of the most important aspects of financial planning. It always requires a bespoke wealth management solution designed to meet your needs precisely. We do this by carefully understanding your long term needs and objectives.
The process of wealth management is about controlling investment risk, reducing tax exposure and ensuring that solutions are flexible and adaptable for any changes in the future. Importantly our wholly client-centric approach means you will always be in control of your solution.
Depending on your specific needs we will manage your money in one of two ways; either via our carefully constructed diversified portfolios that have exposure to the broadest range of asset classes. We work with the client to adjust the composition of their portfolio when appropriate. Alternatively, we will provide a dedicated investment manager who will work with you at even closer level.