Managing every area of your wealth, not just investments

You can protect, grow and nurture your wealth if you manage it in the right way. By getting the right advice on how to manage your savings, investments, property, business and pensions you can ensure you and your family have a bright future.

What is investment planning?

Managing wealth and investment planning is a combination of advisory services designed to help you make the most of your assets. Incorporating financial planning, investment planningretirement planning and estate planning will help you boost your future wealth, get the most out of your investments and reduce your tax liability. Although finance is key to investment planning, the focus should always be on your life goals and a good financial planner will help you realise where you are you now, where you want to be and how your assets can help you get there.

It isn’t just about you - it's about your family too

If your children still need support and you’re starting to also provide for ageing parents, on top of planning for your own retirement, you may feel like you are caught in the middle – both emotionally and financially. Investment planning can help you discover the best way to support everyone.

How much money do I need?

Creating and maintaining wealth is about making your money work had. You will need to invest and manage your assets differently depending on what it is you want or need to achieve. In the beginning, you can make regular contributions or choose to pay in lump sums such as bonuses or inheritance. As you grow your wealth, you will start to make decisions on getting a second home, planning for your retirement, supporting your children and grandchildren or becoming a shareholder. You will need to ensure your money and assets are organised, invested and managed so that you can achieve those goals. As your wealth grows, so too will the complexities – so it is important to work with a firm who can provide you with lifetime financial advice. Beyond utilising your ISA allowances, we have the expertise to look into alternative investments if you have the risk appetite and ensure that you utilise all the tax allowances available to you in the present and in the future when it comes to inheritance planning.

Cohesion between family, personal and business

If you are building a successful business, you will want to ensure it stays that way. It is important to manage your businesses wealth too, so you can grow your business and eventually pass it on or sell it. Having a specialist who can ensure all your financial areas are working towards your overall goals is key.

The value of pensions and investments and the income they produce can fall as well as rise; you may get back less than you invested.

Tax treatment varies according to individual circumstance and is subject to change.

The FCA does not regulate estate planning.

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