Wealth Management

Financial consultation

Ring us on 01792 483860

This service is designed for clients wishing to ensure their financial affairs remain efficient.  Clients using this service would normally have a portfolio with assets available for investment in excess of £100,000 and less than £250,000.

For clients with in excess of £250,000 to invest we would recommend our Wealth Management Plus service  > click here to read more about our Wealth Management Plus service

Core services included within this personal service (but not limited to) are:

An annual review meeting with your Adviser including

  • Financial health check
  • An investment update
  • A strategic review of current financial strategies

Telephone & email access

  • Phone calls and emails will be responded to in a timely manner typically during standard business hours

Face to face access to your Adviser between reviews

Professionals’ service

  • Providing strategic updates to your Accountant and other Professional Advisers
  • Supplying end of year taxation information (as required)
  • Recommending suitable professionals as other needs arise
  • Ensuring every one 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
  • Annual rebalancing of investment structure to benchmark
  • Written portfolio valuations on request

Second opinion service

  • Complimentary review of other assets, proposals, from whatever source they may originate

Information Management

  • Consolidation and organisation of your financial paperwork
  • Recommending and liaising with legal professionals, if required
  • Facilitate Bed & ISA
  • In conjunction with your Accountant and other Taxation Advisers
  • 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.