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…
Taking care of your money is like a game of chess – devising a strategy and then seeing it through…and adjusting as other moves are played
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 a chartered financial planner) and to have a diversified portfolio and review it regularly. At Talis we recognise the importance of regular reviews and we usually access the portfolios of our new wealth management & investment portfolio clients on a quarterly basis.
Watch this video where Veronica Mann explains how you can save inheritance tax and income tax using an ISA.
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.
Wealth management advice helps investors accumulate, consolidate and distribute their wealth.
Read our helpful guides
Talis Guide to Portfolio Diversification
Talis Guide to Individual Saving Accounts (ISAs)
Talis Guide to Understanding Investment Risk
Talis Guide to Managing Investment Risk
In these uncertain economic times independent financial advice has never been more important Contact Us now to see how Talis’ whole of market, investment advisers could help you with wealth management. We are independent financial advisers based in London, with our head office in Ashford, Kent.
STOP PRESS: Clients can now review their investments and other holdings updated daily, live, on line from this site. Click here for further information.