Wealth Management

Do you have substantial ‘cash’ savings providing you with little or no return, and perhaps not even covering inflation? Do you have an existing investment portfolio but where the returns have been disappointing?

Do you need your money to work for you? Would you like to invest your money in line with your risk profile in a diversified portfolio that gives the potential for greater growth over the medium to long term, e.g. 5 years or more, and benefit from a tax efficient income, if required?

Successful wealth management depends on having a portfolio that contains the right products for your needs and mitigates your tax requirement.

We believe your money should be working for you and aim to invest it in line with your circumstances. We will initially design, recommend and implement a plan, then regularly review your portfolio to make sure it remains on target to meet your objectives.

Risk Warnings:

• The value of units can fall as well as rise, and you may not get back all of your original investment.
• Tax Planning advice is not regulated by the Financial Conduct Authority.