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Wealth Management & Wealth Preservation

Investment and Savings

As you approach your later years your ability to accumulate additional wealth often ceases with retirement from paid employment.

At that time you will want to ensure that your savings and investments are able to support you throughout your later years.   This may mean a reduction in risk, a restructure to suit your tax position or a refocus, for example, from capital growth to income.

Our team of advisers, supported by our dedicated in-house investment team, are able to help you make the right investment decisions:

  • Identifying your goals – what do you want to achieve?
  • How much risk is appropriate?
  • Where should you put your money?
  • How can you make sure you pay the least amount of tax?

We often work alongside other professional advisers, such as your accountant, to provide a truly cohesive financial plan.