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    Wealth Management

    Asset Management, Inheritance Tax, Estate Planning

    When it comes to your finances, it can be somewhat intimidating to come up with a game plan. From asset management to estate planning, understanding inheritance tax etc, going at it alone can give you a lot of stress and waste a lot of your precious time.

    Thus, it is critical to take good care of your money whether by inheritance tax planning, setting up an orderly estate, or by creating a successful wealth management plan.

    To help you with this, you can always rely on our knowledgeable wealth managers or our financial advisors who have years of experience in the field.

    The importance and benefits of people seeking a qualified advisor for your wealth management cannot be underestimated below we provide more details as to exactly why.

    What is wealth management?

    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.

    What is a wealth manager?

    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.

    Wealth management for high net worth individuals

    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.

    How wealth managers help strategically plan your finances?

    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.

    Why Use Us?

    Completely Free

    You will not be charged for us matching you with a financial advisor.

    Local Advisors

    We only work with advisors who are local to you and your surrounding area.

    Fully FCA Regulated

    All our advisors are regulated by the Financial Conduct Authority.

    Experienced and Qualified

    We ensure our advisors are properly qualified to provide the best advice to you.

    Quick and Hassle Free

    You can be matched with your financial advisor in less than a minute!

    Financial Advice Guarantee

    Your Finances in Safe Hands

    At BEST FA, all our financial advisors are experts with many years of experience under their belt. Furthermore the suitability of the advice they give when recommending any wealth management products is guaranteed.

    This quite simply provides you with reassurance and peace of mind when planning your financial future.

    Please also remember that there is absolutely no obligation that you have to use the services of any advisor we match you with after you have had your free initial consultation.

    Financial Planning

    Local Based Fully Regulated Wealth Managers.

    Get in touch with Best FA today for a 100% free no obligation wealth management consultation with one of our local experts.

    Make sure your getting the most out of your finances and your financial future is secured.

    Simply fill out the quick form below to be matched with a wealth management expert today!