WEALTH MANAGEMENT PROBLEMS

Wealth management problems ...

The main problem with wealth is that we would all like more of it!

Building up a pot of wealth to give you a comfortable retirement after many years of hard work or being able to pass on money to your loved ones to make life a little easier for them, is what we all aspire to do. With interest rates and returns on investment at such a low level in the current economic climate it sometimes seems a futile task, saving each month. The pot never seems to get much bigger.

Your wealth is made up of much more than your savings and pensions. It includes the properties you own, your business, assets such as cars or jewellery and life insurances. Managing your wealth is about protecting what you have built up to date, planning to ensure that you put away sufficient money to achieve the lifestyle you aspire to in retirement and investing wisely, balancing returns against risk.

Protection

Worried that you could lose everything you've worked so hard for if your business hits hard times? Do you have life insurance in place to provide for your family if the worse happens? Is your will up to date and watertight? Do you know what personal guarantees you have given, or securities against your home?

Planning

Do you have the right tax structures are in place to minimise your tax liabilities for capital gains tax and inheritance tax? Do you have an exit strategy for your business? Are you planning to sell? in which case do you know how to maximise your businesses value?

Investment

Confused by the array of business products on the market? Worried about risk? Are you wondering whether you should be considering cashing in your pension? Would you like to put more away each month but are unsure whether it's worth it at the moment?

We can't promise to make you a millionaire - we wish we could ...

But we can promise to help you plan for a secure future by ensuring that your wealth is protected, help you to put away enough money to meet your aspirations for the future whilst bearing in mind your financial needs today, and help you choose the right investment products and providers to balance returns against risk by introducing you to specialist financial advisors.

Take a look at our wealth management solutions to see how you can move a step closer to a secure, comfortable future ...

Wealth management solutions ...