Personal Wealth Management
more in this section:
Financial Planning for clients in later life is a field requiring specialist knowledge.
We can help by:
Providing appropriate investment strategies, perhaps geared towards capital preservation rather than capital growth, to generate or increase income in a tax efficient way.
Implementing Inheritance Tax mitigation strategies whilst retaining sufficient assets to ensure a client's own financial security. This is achieved by utilising a wide range of trust and investment based approaches which are designed to meet both aims.
Arranging a client's affairs so that their estate passes to their chosen beneficiaries in a tax and cost efficient way, without compromising financial security during their lifetime.
Planning for care fees, and providing advice on how best to protect assets against means assessment where possible.
Specialist Qualifications & Authorisations:
The Financial Services Authority (FSA) requires anyone giving advice in the areas of Care Fees Planning and Equity Release to hold additional qualifications and authorisations to those held by most Financial Advisers.
The following qualifications are held within the team of specialist advisers:
- Fellow of the Personal Finance Society (FPFS)
- Chartered Financial Planner
- JO6 Investment principles, markets and environments
- CF8 Long Term Care *
* This is a mandatory qualification required by the Financial Services Authority to provide advice in this area.
your specialist advisors are:
