Wealth Management Service

So what is the Wealth Management Service?

It’s a simple & reliable way to have your financial assets collated, reviewed and updated in one place – regardless of where you hold these.

Save Time

Quick Change

Because everything is one place it’s simple to make any necessary changes.

Everything in an instant

You can see your entire portfolio regardless of where it’s held. You’ll also be able to view your risk exposure across your investments.

A secure view

Your information is held securely. As you have a complete view of your investments, regular reviews and keeping focus on your objectives is simpler – helping you to get the most from your investments.

Tax efficient means time efficient

You can see where you could make more tax efficient savings in the future. A consolidated tax report for your accountant is annually. (Please remember though that tax relief may alter and its value depends on your circumstances).

Add Value

Tax efficient options

The tax wrappers provided (Self Investment Personal Pension, International Portfolio Bond, Onshore Bond and ISA) mean you can make the tax system work for you, not against you. (Please remember though that tax relief may alter and its value depends on your circumstances).

A better deal

Excellent discounts on charges across a wide range of investments funds.

A better service

Huge range of investment options including 2,300 funds, stocks and shares*, gilts and bonds with the aim of helping you achieve your full investment potential.

Sound advice is worth paying for

As a fee based practice you have complete transparency over charges. All of which will be agreed in advance.

Free Wealth Management Review

Call today on 01620 890588 to schedule your free 30 minute wealth management review with our experts. Alternatively contact us online.