In recent years, numerous service providers that previously offered advisory services have undergone a rebranding process, shifting their focus from ‘advice’ to ‘wealth management.’
Our firm provides both advisory services and wealth management. So, what exactly is wealth management?
Wealth management involves a planning service that concentrates on overseeing and optimising a portfolio of invested capital, with less emphasis on guiding taxation or other complex planning aspects like estate planning.
In essence, a wealth manager’s main objective is to manage a portfolio of invested assets with a pension or investment account without reference to long-term considerations relating to taxation or comprehensive financial planning for the invested capital.
We'd welcome an initial discussion, and a first appointment can be booked using the links below.
If you require advice based on specific circumstances, contact our professional advisors.