Accountancy and Legal services are available by referral only.
The value of pension and investments and the income they produce can fall as well as rise.
Equity release will reduce the value of your estate and can affect your eligibility for means tested benefits.
Think carefully before securing debt against your home, your home may be repossessed if you do not keep up repayments on your mortgage.
I am Alex and I am a Wealth Manager.
I manage, protect and grow my clients’ money & assets. It is a big responsibility which I take very seriously.
My journey thus far has been full of bumps, meanders and challenges, but ultimately over coming these challenges has helped me to become proficient at my job and a good adviser to my clients. I constantly strive to be a better person and I learn something new every day. I walk the walk & I love my job.
In order to make the most out of using a Wealth Manager and to meet your long term financial goals, it is helpful if you meet at least one of the following criteria:
– You are a higher / additional rate tax-payer;
– You have over £300k+ of investable assets that you would like serviced by a finance expert (e.g. pensions and investments or cash to invest, etc.);
– You have enough disposable income to utilise your annual tax allowances.
– You have a successful business with substantial company capital to invest
If you would like a personalised wealth management experience from an expert who works with a capped number of affluent clients then please feel free to reach out. I would be delighted to hear from you.