Wealth Management Advice London Central City West End Mayfair
Wealth management - This will encompass all forms of planning from Investment management, Estate planning and Financial planning. We provide a comprehensive Wealth management service which helps London investors accumulate, consolidate and distribute their wealth.
Our wealth management proposition for our London clients has three tiers:
£2,500 Fund of Funds Service
£10,000 Managed Portfolio Service
£250,000 Bespoke Portfolio Service
Call Simon or Pam on 0207 904 1049 for further information.
STOP PRESS: Clients can now review their investments and other holdings updated daily, live, on line from this site. Click here for further information.
Independent financial advisers describe the perfect investment as one that offers high capital growth, great income, no tax, no risk, no charges, instant access, 100% security and where the adviser works for nothing. We all know that no such investment exists so it becomes a compromise between these competing factors...
For many investors it becomes a trade-off between secure but low return cash deposits vs. potentially volatile returns from the markets. The outcome depends on investors' personal attitude to risk and reward. But if you put all your eggs in one basket the risks can be enormous.
The key to successful wealth management is to work with a whole of market, independent financial adviser (preferably chartered financial planners) and to have a diversified portfolio and review it regularly. At Facts & Figures we recognise the importance of regular review and we usually access the portfolios of our new wealth management & investment advice clients on a quarterly basis.
If you want to take control of your finances, or you have existing ISA, Unit trust, investment trust, onshore bonds or offshore bonds - independent financial advice can really help.
Are you better off paying off your mortgage or saving money separately. What about an offset mortgage?
Inheritance Tax IHT Advice
Contact Us now to see how Facts & Figures' whole of market, investment advisers could help you with wealth management. We are independent financial advisers and chartered financial planners based in Central London.