Ready to talk?
Individuals
We'll find the right wealth management solution for you.
Wealth management is about consistently building your wealth towards the lifestyle you want. We build trusted relationships with our clients by focusing on their end goals. We construct a financial plan tailored to you that ensures you are utilising all available allowances and tax-efficient investment options. Our team of experts will make sure your money is working as hard as it can for you.
The value of investments and the income they produce can fall as well as rise. You may get back less than you invested.
Inheritance tax planning and Tax Planning are not regulated by the financial conduct authority.
ISA’s investors do not pay any personal tax on income or gains, but ISAs may pay unrecoverable tax on income from stocks and shares received by the ISA managers. Tax treatment varies according to individual circumstances and is subject to change.
Some of the reasons our clients first approached us were:
- They didn’t have a long-term financial plan to safeguard their desired lifestyles
- They wanted to maximise their tax-allowances
- They were unsure what the right investment was for them
- They didn't want to make costly mistakes
- They don’t have time to regularly monitor and review their investments
- They received an inheritance and weren’t sure what to do with it
- They wanted someone they could trust to help navigate the financial apsects of marriage or divorce*
* Advice on Divorce Settlements is not regulated by the Financial Conduct Authority.
Investments
The world of investing can be complex and difficult to understand and navigate. There are numerous investment wrappers like ISAs, pensions, and investment bonds. We listen to what our clients are trying to achieve and create a financial solution that is aligned to their objectives and easy to understand. We always let our clients know exactly what we’re recommending, why it is the most suitable option for them, and how much it will cost them.
We’ll help you to:
- Set financial goals and plan how to meet them
- Review your savings and investments to identify what could be working harder for you
- Maximise the tax-free allowances available to you
- Invest in a tax-efficient way to improve returns and minimise unnecessary losses
