Wealth management

The importance of Financial Planning cannot be underestimated. Your Private Partner and Financial Planning Partner will work closely with you to develop strategies to suit your goals, lifestyle and attitude to risk. They can then manage your assets efficiently to keep you on track to achieve your ambitions.

• Financial planning - Benefit from an obligation free financial assessment. Your Financial Planning Partner will see you as often as needed to assess your current financial position, determine and agree your needs and outline your overall financial objectives.
• Investment management - The hardest choice can be deciding on the right mix of assets. Our specialists will work with you to create an asset mix that works for you, so your funds are there when you need them.
• Retirement planning - is about more than just securing a pension scheme. Our team of experts can give you the confidence that, whatever your goals, your home, lifestyle and family will be secure in the future.
• Protection insurance - We’ll help you develop a protection strategy to cover you, your family, your personal assets and business, so you stay on track to meet your goals. We also aim to remove any inefficiencies in the way you’re protected, so you only pay for cover you need.
• Inheritance tax planning - What makes up an estate isn’t as simple as it seems. Your Financial Planning Partner will help you find out how to plan for Inheritance Tax and minimise any future financial headaches for your beneficiaries.
• Financial specialist services  - We offer the following
  specific advice to meet your needs: share dealing, tax
  advice, will writing and estate planning, nominee
  company service and discretionary portfolio management.

To find out more about our investment approach (opens in new
window) you can also visit our partner, "MLC, the world's third
largest specialist manager of managers provider".

(Source: Cerulli Associates, Cerulli Quantitative Update:
Global Multimanager Products 2006)

 
For more information, talk to a Private Partner today:

Or call 0800 783 1331 (Open 8am – 6pm Mon-Fri)