Wealth Management – What you Need to Know

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Your wealth management needs are the focus for everything we do. Our services include assisting with investment portfolios, offering financial products, giving  advice on pensions and creating financial strategies tailored to your circumstances.

Why appoint a wealth manager?

Whether you are accumulating, transferring or preserving wealth, Pia will generate solutions to meet you changing financial needs.

While a high income can help grow wealth, it never guarantees financial success. The goal of our wealth management advice is to grow and preserve wealth over the long term, maintaining portfolios and responding rapidly to events in the market.

What can we offer?

As wealth managers we can help our clients identify their objectives and map out a financial plan to achieve them over a period of time. We have the ability to look at and fully understand a client’s financial situation. Once we have a comprehensive overview of finances, we then utilise a full range of financial services and products to put together a plan that works to improve your finances.

What services are provided?

Within wealth management, there are sets of services that cover a wide range of topics:

  • Investment advice and management
  • Pension provision planning
  • General long-term financial planning
  • Strategic tax planning
  • Family legacy planning
  • Philanthropic planning
  • Risk management and insurance planning
  • Retirement planning
  • Legal planning

We would encourage you to meet with us to help you create a portfolio that aims to deliver the results you expect.

There will come a time when you want to start living life at a slower pace and focus on other priorities. We are here to help you plan for that and support you through the complexities of retirement and inheritance planning as well as maximising your assets in the present.

Assessing your needs:

We will undertake an in-depth review of your financial planning needs, expectations and constraints. We will work with you on these needs both now and in the future.

Personal Plan:

Following on from establishing the needs we will create a personal wealth plan which will help achieve your financial goals.

Your Profile:

Understanding your risk profile and other factors we are able to make the right investment decisions.

Your Strategy:

Based on the profile we can provide you with a comprehensive investment proposal, this can be reviewed in partnership ensuring that all are aware of the key timings and plans.

All that is left to do next is implement the agreed strategy and review as and when your needs or goals change.

When might it be a good time to consult about it?

  • When approaching the pension contribution limit
  • Tax bills are starting to get very costly
  • When help is needed with managing investments that are becoming tricky to navigate.
  • Guidance is needed with taking on investments and what opportunities there might be
  • The need to find an advisor who fully understands the financial situation and what the goals and aspirations are

Past performance is not a guide to future performance and should not be relied on.

The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.