Wealth Management

//Wealth Management
Wealth Management 2018-09-03T13:05:20+01:00

Our wealth management service is built upon a clear investment philosophy, which seeks to protect as well as grow your wealth, supported by the use of modern analysis tools and the latest portfolio management techniques.

We work closely with our clients to understand their financial goals and appetite for investment risk, helping them make intelligent investment choices. Whether you are investing for income, growth or for a specific purpose, such as university fees or early retirement, we aim to provide robust advice, explained in simple and plain language.

By adopting a whole of market approach and utilising modern investment platforms, with on-line client access, we are able to offer a broad range of investments choices, providing exposure to many asset classes and geographies. This is complemented by a full range of investment tax wrappers, such as ISAs and off-shore bonds, and tax efficient investment vehicles, such as Enterprise Investment Schemes.

Wealth management is central to what we do; however, it is only one part of our broader financial planning service, which incorporates tax, pension, estate and business planning.

As well as managing personal investments, we also provide investment and cash management services to companies, charities and trusts.

Tax treatment can change and depends upon your personal circumstances.

The value of investments can fall as well as rise and you might get back less than you invested.

Download our Investment Philosophy PDF