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Wealth management

Planning for the Expected - and the Unexpected

Ongoing financial management can help you plan for your future needs, minimise tax and maximise investment yields. This can cover predictable items like school fees or retirement, or sudden eventualities like illness or redundancy.  

The first step is to create a Financial Planning Strategy based around your current and future circumstances plus your attitude to risk. The components of the strategy are insurance, pension planning, investments, tax planning and estate planning and in formulating our strategy we work closely with your other professional advisers like your Solicitor and Accountant.  

We then monitor and modify the plan on a regular basis, to ensure the optimum performance and to take account of changes in legislation, new opportunities in the market and changes in your own circumstances.  

Click on any of the links below to find out more about the areas we cover and how we can help you.