So what is the Wealth Management Service?

Our Wealth Management Service provides the regular input and management needed to increase the likelihood of achieving your financial objectives. The service can range from a one-off investment review to the complete management of your finances.

The Wealth Management Service includes:

• Financial planning solutions specifically aimed at helping you achieve your personal and financial objectives
• Financial review meetings whenever these are needed
• Investment management - depending on which level of the Wealth Management Service you have selected, we will monitor your investment funds and make changes when required
• Investment reviews - a regular review of funds under management and how these are invested
• Investment performance reports
• Where needed, an annual Financial Profile Report, reviewing your whole financial position and, for example, indicating whether there is adequate retirement income and/or that there is sufficient life insurance and ill-health protection; the report can also comment on the estate planning position

The Comprehensive Wealth Management Service is primarily aimed at people with substantial capital investments and pensions. It is necessary to review their situations regularly and this is where the Wealth Management Service can make such a difference.  Depending upon the amount of capital involved, the complexity and the client requirements, we monitor and review the investments and the financial planning.