Wealth Managment

In addition to managing any personal investments that they may hold, we are finding that clients are becoming more and more concerned about their Personal Pension provisions and Inheritance Tax issues due to increasing property values. That said, it is not always easy to devote much time to reviewing these issues which can seem either too far off to warrant immediate attention or perhaps seem easier to ignore or leave as they are.

However, constant changes in legislation, property prices and personal circumstances mean that it is important to keep your personal financial affairs and long term planning under regular review. It is often said that ‘failing to plan is planning to fail’ and this is certainly true in terms of personal financial planning as what may have been appropriate based on circumstances five years or even one year ago may need to be reviewed in light of current circumstances.

Since personal financial planning is something that we see as very important for our clients we would recommend that all personal financial investments and provisions are kept under regular review.  We do not specialise in this area but are able to refer clients’ personal financial matters such as investment and pensions advice to local Independent Financial Advisers.

Please contact us if you would like further information. 

^{Investment business is regulated under the Financial Services and Markets Act 2000. We are not authorised under this Act. As we are regulated by the Association of Chartered Certified Accountants we are able to provide a limited range of investment business services that arise out of the provision of our main professional services.}