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Wealth management is financial investment advice or financial assistance that combines other financial services to address the requirements of affluent clients. Simply put, it is investment advice given to people with small businesses or individuals of high net worth for proper management of their finances.
It is a consultative process where our financial advisors glean information about the requirements of the investors and customise a bespoke strategy for them utilising suitable financial services and products.
Those with thousands, millions, or even billions of pounds may have complex and large investment portfolios, ownership interests, various businesses, complicated tax situations, and other specific requirements. If you are one of those, then having your wealth properly managed by a professional will save you a lot of hassle.
Our wealth managers work closely with their customers and offer a variety of services, which is usually rolled into an all-inclusive comprehensive advisory package. The services of a wealth manager include estate planning, philanthropic planning, ISA allowances distribution, inheritance tax planning, asset management, legal planning, retirement planning, financial planning, and investment planning, and much more.
Based on the client’s requirements and area of interest, our wealth managers will provide their services accordingly.
Since the financial markets are always fluctuating, our wealth managers are your go-to guys who can strategically plan and distribute your wealth in investments that can reap benefits.
Our wealth managers can help you create a financial plan in a way that ensures all your financial objectives are met.
Unless you have your own financial strategy in place, managing wealth in abundance can become extremely difficult and you may end up spending it in unnecessary entities that reap no benefits.
Thus, it is extremely important that you determine and understand your financial challenges and strengths so that you can address the obstacles and build a powerful portfolio that boasts diverse investments.
Wealth management helps you in putting your plan into motion and from time to time monitor its progress. Wealth management helps you devise strategies that make sure that you and your loved ones are financially independent, and also ensures the financial security of your family when you are no longer with them.
Best FA wealth managers develop a financial plan that is designed to maintain and develop your wealth based on your financial situation. The following are the benefits of hiring a wealth manager:
• Wealth managers help create a financial plan.
• Wealth managers help eliminate financial stress.
• Wealth managers offer personalised services.
To get a free wealth management consultation, simply fill out the form at the top of this page, it only takes 10 seconds. One of our wealth management experts will be in touch with you shortly after you submit the form.
Alternatively, give us a call on 0131 564 0678.
If you would like more information please visit our general financial advisors page.
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