Wealth Management Plus

Wealth Management

Ring us on 01792 483860

The Wealth Management Plus service is designed for clients with substantial assets and complex affairs. In our experience this service is more suitable for clients who have a portfolio of more than £250,000 investable assets to manage.  For clients with less than £250,000 to invest we would recommend our Wealth Management service > read more about our Wealth Management service

Typically we will develop a strong relationship with the client over years, to help manage assets, meet long term goals, whilst taking into account current lifestyle and needs and long term potential tax matters.

This personalised service will include the following as a minimum with the discretion to enhance:-

A half yearly review meeting with your adviser

  • A financial strategy review
  • Financial health check
  • An investment update

Priority response service

  • Phone calls and emails returned as soon as practicably possible

Unlimited telephone and email access during normal office hours.

Face to face access to your Adviser between reviews

Professionals’ service

  • Providing strategic updates to your Accountant and any other Professional Advisers
  • Supplying end of year taxation information (as requested)
  • Recommending suitable professionals as other needs arise
  • Ensuring everyone of the financial team provides advice in a co-ordinated and professional way
  • Advice review and consolidation

Portfolio Construction

  • Using a scientific risk profiling methodology
  • Determine suitable asset classes
  • Portfolio design and construction

Portfolio Management

  • Online access to portfolio valuations and associated client information
  • Portfolio monitoring
  • Half-yearly rebalancing of asset allocation
    to benchmark
  • Written portfolio valuations on request

Information Management

  • Consolidation and organisation of your financial paperwork

Second Opinion Service

  • Complimentary review of other assets/ proposals

Inheritance Tax & Estate Planning

  • Recommending and liaising with legal professionals if required
  • Taxation Planning in Conjunction with your Accountant and other Taxation Adviser
  • Pension Planning

Interested?  To find out more please contact us on 01792 483860

Our experienced and qualified Financial Advisors are able to visit you at your home or work premises if you wish.  Alternatively you are welcome to visit us at our offices in SA1 Swansea Marina.