Services

Wealth Management

Taking a comprehensive approach so that you secure all that you value requires wealth management.

This service is generally suited to clients with investable assets in excess of £500,000 and comprises 3 key components as illustrated below.

Wealth Management

Equals Investment Consulting Plus Advanced Planning Plus Relationship Management

Wealth Planning Process

Our Discovery Meeting allows us to get to know each other, establish your plans and ambitions, and agree how we could work together long term. We then begin gathering information, building a detailed picture of your current position and drafting a series of planning ideas for discussion.

The Investment Meeting is where we present our initial thoughts, set out our proposals, explaining the thinking behind them and how we believe this could create the financial framework to deliver your financial objectives.

The Implementation Meeting brings everything together for your review and approval. It allows us to provide you with a full detailed report and address any concerns or questions you may have.

The Wealth Plan Meeting is an opportunity to agree the final version of your plan, and sets in motion our regular review meeting calendar.

Your Review Meetings are regular touch points, allowing us to map progress, discuss and demonstrate the actions taken on your behalf. It provides a forum for us to review performance and set out any changes in tax and product legislation requiring attention, jointly with our tax specialists.

Wealth Management Process