Independent financial advice & wealth management
Truly Independent
As Wealth managers we aim to provide holistic financial guidance and solutions to help clients achieve their long-term financial objectives while managing risks and preserving wealth across generations. We work closely with clients' other professional advisors, such as solicitors and tax professionals, to ensure a coordinated approach to wealth management.
Investment Management
Investment Management
Investment Management
Managing investment portfolios customised to clients' risk tolerance, financial goals, and time horison.
Active monitoring of investment performance and periodic rebalancing as needed.
Financial Planning
Investment Management
Investment Management
Developing personalised financial plans encompassing various aspects of wealth management, including retirement planning, education funding, estate planning, and tax optimisation.
Cash flow analysis and budgeting.
Retirement Planning
Investment Management
Retirement Planning
Comprehensive analysis of retirement goals and income needs.
Development of retirement savings strategies utilising pension plans, and other vehicles.
Estate Planning
Investment Management
Retirement Planning
Designing estate plans to facilitate the transfer of wealth to heirs and minimise estate taxes.
Creating wills, trusts, and other legal documents to protect assets and ensure their intended distribution.
Tax Planning
Risk Management & Insurance
Risk Management & Insurance
Proactive tax planning to minimise tax liabilities and optimise tax efficiency.
Utilising tax-advantaged investment strategies and vehicles.
Coordination with tax professionals to implement tax-efficient wealth management strategies.
Risk Management & Insurance
Risk Management & Insurance
Risk Management & Insurance
Assessing clients' insurance needs for life, disability, long-term care, and liability protection.
Recommending appropriate insurance policies and coverage levels.
Reviewing existing insurance policies for adequacy and cost-effectiveness.
Wealth Preservation
Risk Management & Insurance
Wealth Preservation
Implementing strategies to protect assets.
Diversification of assets to reduce concentration risk.
Monitoring and mitigating potential threats to wealth accumulation.