Many people are unclear as to what wealth management actually means. It is in fact not just one service but a combination of several.

Wealth management covers the six key areas highlighted on the left hand side of the page. It is available to individuals and companies who have achieved high levels of success and also to those who aspire to it.

Wealth management is not just about money. It means something different to everybody as we all have personal needs, wants and desires.

At Rutherford Wilkinson we believe that wealth management starts with finding out where you are and the where you would like to go in your life. We will consider how best to protect your wealth and lifestyle and with cash flow modelling what needs to be done to achieve your goals.

When planning investments our objective is to minimise unnecessary costs and risks and to protect your assets from tax where applicable and feasible.

Our Investment Philosophy Document gives more information on how we believe money should be invested and it is based upon academic research rather than fund managers' marketing spin.

Back to top

Select a key area from the list on the left. Your specialist advisors in the chosen area will appear on the right.

site by cargo