Wealth Management

For wealth management advice, get a free and no obligation telephone consultation with a financial advisor near you.

The very best financial advisors will gain an understanding of your goals, be they short, medium or long term and create the most appropriate strategy to suit you and your family. High quality wealth management is the only way to provide comprehensive financial planning to suit your requirements. Financial Advisor Bureau can put you in touch with a regulated financial advisor in your area.

A financial advisor can give you impartial wealth management advice on a range of issues including the following:

Retirement and Estate Planning

Factors you will want to consider as your wealth grows and estate becomes more complex over time are:

  • Centralising and simplifying the ownership of your estate.
  • Minimising taxes and duties in the event of your death and the avoidance of unnecessary costs.
  • Self-invested Personal Pension Schemes (SIPPs).
  • Trustee schemes.

Investment Management

Financial advisors work closely with you to identify your personal and risk preferences. Finding the most suitable provider to manage your wealth is a task not to take lightly and the quality of advice you receive will be pivotal.

Whether it’s passive, active, sophisticated, onshore or offshore investments you are considering, making sure that you achieve your objectives in the most tax efficient manner could save you fortunes.

Inheritance Tax Planning

Inheritance tax planning is one of the most straightforward ways to save tens of thousands of pounds. Quality inheritance tax advice will help you pay less tax on your estate by putting some simple plans in place with the benefit of professional advice.

There are many perfectly legal ways to pay less or even no inheritance tax at all and it is something you must consider to leave your loved ones in the best possible position.

School / University Fee Planning

Many intend or aspire to give their children the very best education possible. However, the cost of decent private education will run into tens of thousands of pounds.

If you’re looking to fund your children’s education, then setting up a plan to fund this has to be done in conjunction with the financial needs of your family. You will want a fund robust enough to stand the test of time without stretching your resources.

Financial Protection For Your Family

Many of us will want to consider forms of protection insurance to protect our family from the unforeseen. Although insurance can be very complicated, high quality advice will put you in a position to evaluate your options. You may want to seek advice on some of the following:

  • Life insurance
  • Private medical insurance
  • Critical illness insurance
  • Income protection
  • Accident, sickness and unemployment insurance

Wealth management can be a minefield and examining all your options can be achieved by obtaining advice from a regulated financial advisor.

All the advisors are regulated by the Financial Conduct Authority (FCA) which means that they are qualified to give professional advice and will give you a free telephone consultation. For instance, you may wish to obtain free advice about the following:

  • Why do I need a wealth manager?
  • I’d like to manage my portfolio with strategic and tactical guidance.
  • I’d like to find the most suitable expert to manage my wealth.
  • When should I put plans in place for my retirement?
  • I need to put plans in place regarding inheritance and succession issues in the event of my death?
  • What are the best policies for funding my children’s education?
  • What are the advantages of obtaining private medical insurance?

Financial advisors can answer these and all your queries regarding wealth management issues to help you make the most of your wealth.

Simply complete the form to get your free, no obligation telephone consultation with a regulated financial advisor near you specialising in wealth management advice.