WEALTH MANAGEMENT

• Provides advice on, and management of, the wealth of individuals and business entrepreneurs.
• Brings together the various strands of a client's wealth, defines an agreed strategy, implements a plan to meet the objectives and monitors this proactively on a regular basis, in order that the client has a clear understanding of how the various investments interrelate and how the service will bring added value to the long term financial planning goals.
• Incorporates financial planning advice and management of a client's assets including investment portfolios, pension funds and deposits.
• Gives advice on offshore tax shelters.
• Delivers wholly inclusive management of a client's wealth liaising closely with existing legal, accountancy and stockbroking advisers.

Please note that the Financial Services Authority (FSA) does not regulate Taxation Advice and Trust Advice.