Our approach to Wealth Management
Our approach to Wealth Management begins with building a clear and detailed understanding of your current and future financial requirements, your investment needs and your attitude to investment risk and return.
We can then advise on the wider financial strategy appropriate to your circumstances, including:-
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Providing advice in respect of life assurance and financial protection arrangements for you and your family;
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Implementing and managing investment and pension portfolios under our Wealth Management Service;
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Advising on Retirement Planning. This would also include, if appropriate, conducting a review of any existing pension contracts under our Pension Review Service;
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Conducting a review of any Inheritance Tax (IHT) that might become payable in your circumstances and advising on and implementing a strategy for mitigating any IHT to the extent appropriate and required.*
This brief description of our approach does also illustrate the value in having a long term relationship with your professional advisers, where the knowledge and trust built up over time will aid the ongoing development of a pertinent financial strategy allowing for your evolving financial position and aims.
*IHT reviews and mitigation strategies are not specifically regulated by the Financial Services Authority (FSA), however, the mitigation strategies may involve the recommendation of or purchase of products which are regulated by the FSA.
