Wealth management is about extracting the maximum amount of value from the assets you already have, developing and following strategies that add to those assets and just as importantly, ensuring that they remain in your or your family’s possession.
Before we do anything we get to know you, your needs and objectives – conducting an exploratory meeting – at our expense. This allows us to be more flexible in the design of our solutions.
After gathering information on your current arrangements we are able to formulate a cohesive strategy and present these in a written report for you. Please remember the value of your investment can go down as well as up and you may not get back the full amount invested.