Wealth Management / Investments

The investment and wealth management market in the UK is extensive with infinite choice for investors, and many firms professing to have the best investment process for clients in an ever changing investment market. How do you understand and pick the best investment house to invest with and at the same time ensure that your investments are as tax efficient as possible to maximise your returns. As a wholly independent firm we spend time reviewing and evaluating the best wealth managers and investment funds to maximise returns for our clients.

Whether you have an existing portfolio which you would like reviewed or have accumulated or inherited funds that you would like to work harder for you than simply leaving on deposit, then we can help you ensure you have the right investment manager working for you, and your funds are invested at the right risk level for your needs.

Action points

  • Request a no obligation review of your existing investment portfolio
  • If you have funds to invest we can evaluate the appropriate level of risk
  • We can ensure that tax efficiencies  are maximised both immediately on a new investment and longer term in terms of tax efficient withdrawals in later life or mitigation of inheritance tax
  • If you have ethical, socially responsible or other considerations then we can ensure we recommend investment houses and wealth manager who can invest positively in these areas and screen out other negative criteria such as tobacco or armaments for example.

Alison & Adrian can assist you in making good investment decisions that work for your circumstances.

Please email or call Alison (07496 689 309) or Adrian (07725 343 815) for a no obligation review of your circumstances.