Financial Planning & Wealth Management
We are independent financial advisers, providing clients with wealth management services including tax planning, the establishment of retirement solutions and the implementation and management of investment strategies.
Our clients are typically high net worth individuals and business owners, often referred to us by their accountants. Advice is commonly sought on how to protect and invest tax efficiently their business or personal capital. We normally handle portfolios in excess of £300,000.
We tailor our advice to every client, based on a thorough understanding of the client's financial objectives and circumstances. Whilst the initial financial strategy implemented is fundamental, we subsequently monitor the ongoing performance of all investments, alongside legislative changes
and market trends, to ensure the strategy employed continues to meet client expectations and requirements.
A close advisor/client relationship is seen as essential with the majority of clients offered quarterly face to face review meetings.
If you feel you could benefit from the service and approach we offer, please contact Ken Anglestein, Managing Director on 01992 581670 to discuss further.