Independent Wealth Management

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.

Investments and Savings
Our approach to investment planning is that it should be ‘goals’ driven
Stocks and Shares ISA
A Stocks and shares ISA is a ‘wrapper’ that can be put around a wide range of different investment products to help mitigate tax
Unit Trusts and Open-Ended Investment Companies (OEICs)
Unit trusts and Open-Ended Investment Companies (OEICs) are professionally managed collective investment funds

Investment Bonds
Investment bonds are life insurance policies where you invest a lump sum in a variety of available funds
Venture Capital Trusts
Venture Capital Trusts (VCTs) are listed companies that are run by a fund manager and which, in turn, invest mainly in smaller companies that are not quoted on stock exchanges
Estate planning
We believe passing on your wealth to loved ones is better planned sooner rather than later

If you’d like to arrange a no-obligation meeting to discuss how we can help you please get in touch today, either by calling us on 01452 547783 or using our contact form.