One of the most positive aspects of financial planning during divorce is that it gives you the chance to take charge of your own finances, and focus on the things that matter to you most.
- Wealth Management provides tailored financial advice and long-term planning for individuals with significant assets, covering various financial aspects like investments, retirement planning, tax management, insurance, and estate planning.
- Wealth Management encompasses all areas of a client's financial life, addressing specific needs with expert professional assistance. Depending on individual requirements, clients may work with a dedicated wealth manager or a broader team specializing in different financial domains.
- Wealth Management services typically involve an ongoing management fee and may include a percentage of invested assets. The initial meeting focuses on understanding the client's financial situation, long-term goals, and establishing a relationship based on trust and comfort.
What is Wealth Management?
Tailored advice and long-term financial planning for individuals with significant assets (including pensions, property, savings and investments).
What areas does Wealth Management cover?
Wealth management covers all aspects of your financial life and will address those areas where you need expert professional help. This could include setting up new investments or transferring existing portfolios, helping you to plan for retirement, looking after your tax affairs and helping to minimise your tax bill, setting you and your family up with insurance and protection, or ensuring your estate is in good shape to leave to your loved ones.
