'It requires a great deal of boldness and a great deal of caution to make a great fortune, and when you have it, it requires ten times as much skill to keep it.' Ralph Waldo Emerson
Even though Emerson made this statement back in the 19th century, we firmly believe his view is still correct today.
In fact, it perfectly encapsulates the reason we offer our Wealth Management service; that is, it can take a great deal of time and effort to accumulate your wealth, so to want to protect and enhance it, is perfectly natural and wise.
Poor decisions and a lack of care and attention in respect of one's financial affairs, can have a catastrophic effect on them over time. It is simply not possible, for instance, to create an effective plan for maintaining your wealth and securing your future, which never needs to be reviewed or adjusted, in accordance with changes in your personal and financial circumstances and indeed, the wider prevailing economic conditions.
The ultimate aim of our Wealth Management service, therefore, is to provide you with ongoing, comprehensive financial planning, focused on but not restricted to, your investment and pension portfolio's, working closely with you throughout your 'financial journey' through life, however long or challenging it may be, in order to ensure you are prepared for and can adapt to, any financial situation you may be faced with.
Whilst there is no such thing as a 'typical' client, we find that those likely to find our service of greatest benefit will probably have a high single or joint income and/or assets invested or available for investment. Such a client might recently have divorced, received an inheritance, or be a successful professional or business owner, for example.
In essence, for anyone who does not have either the time or expertise to effectively manage their financial affairs and is looking for professional help and a personalised solution, our service will be ideal.
In giving our initial advice, we analyse your existing financial position and assess your long-term objectives, in order that we may construct a strategy for helping you achieve them.
If you are happy with our proposals, we will proceed to implement them on your behalf, whereupon our relationship does not come to an abrupt end, as it might with other Financial Advisers.
Instead, we maintain contact with you, continuing to monitor your financial affairs on a regular and ongoing basis, providing up to quarterly portfolio valuation reports and arranging review meetings, as required, to help ensure you are on target to achieve your goals.
We will always strive to achieve the best results for you, because your success is our success and strengthening your financial position over time, is our priority.
We look forward to working with you.