Investment advice is simply a specific recommendation which aims to provide a certain return and risk level.
Wealth Management is the ability to monitor and review those investments on an ongoing basis.
There is a big difference!
Any advice we offer will need to be specifically tailored to your individual needs and circumstances.
We are Independent Financial Advisers – This means that we act on your behalf and do not work for or have any restrictive agreement with any product providers.
Note: The value of your investment can go down as well as up and you may not get back the full amount invested. We want our clients to understand past performance is not a guide to future performance.
Our aim therefore is the research the ‘whole market’ and recommend the best possible solution to meet your current needs and circumstances.
We offer 2 Wealth Management service levels:
Active Wealth Management
Personal Wealth Management