Personalised wealth management tailored to your goals
Every individual's financial situation is unique. A wealth manager assesses your specific circumstances to develop a tailored strategy that aligns with your goals and risk tolerance. This personalized approach ensures that your financial plan is both effective and adaptable to life's change.
- Grow your wealth
- Protect your wealth
- Distribute your wealth
How can a wealth manager support you?
A wealth manager can offer help and expert guidance designed to grow, protect and manage your wealth efficiency.
- Personalised strategy - Design a personalised long term financial plan aligned with your goals - be it retirement, family, lifestyle or legacy.
- Investment management - Strategise building and managing your investment portfolio suited to your risk appetite, goals and timescales.
- Tax planning - Everything from Inheritance tax to capital gains, a financial adviser can help you plan the best tax-efficient vehicle for your investments.
- Pension and retirement - Review your existing pension pots, consolidate and help you create tax-efficent drawdown plans to maximise your income during retirement.
The advice difference:
- 33% felt more confident
- 26% worried less about money
- 25% felt less vulnerable
- 20% even slept better at night
Whether it’s helping you plan for retirement, deal with unexpected life changes, or simply make the most of your pension, financial advice makes a real difference.*
How it works
First of all, we ask you a few simple questions. It only takes 60 seconds to complete our form, which helps us find out what sort of advice you’re looking for.
Then we match your requirements against our network of financial advice partners to find your the best adviser to support you. This service is absolutely FREE.
You’ll then receive a call, just to discuss your financial needs in a little more detail. You’ll also be able to arrange your free, no-obligation initial consultation.
And because we only partner with advisers who are fully Financial Conduct Authority regulated, you’ll know you’re in safe hands.
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Our expert adviser network
- A history of delighted customers and outstanding service.
- Consistently approachable and responsive, so you never feel ignored.
- All of the advisers we work with are FCA-authorised and regulated.
- Provide service with honesty, reliability and respect.
- We’ve a long history of connecting customers with local experts.
- We work harder and smarter behind the scenes to find your expert match.
*Based on a report conducted by St. James's Place Wealth Management Plc in 2024