What is the role of a wealth manager?

Wealth managers provide an independent advisory service that combines all aspects of a client’s financial situation and how they integrate with one another.

Rather than looking at one specific element such as investments, wealth managers take a holistic approach, offering guidance on tax planning, retirement planning and asset management. as well as offering services like general financial and investment advice.

After a consultation to assess a person’s financial situation, future needs and attitude towards return and risk, wealth managers will design a bespoke financial strategy to achieve their goals using a selection of hand-picked financial products and services. As part of their role, a wealth manager will usually work alongside other professionals their client has enlisted, who provide legal and accounting services.

Wealth managers are obligated to serve their clients’ interests above their own and work towards growing funds while ensuring wealth is able to support future needs and be passed on to the next generation.

While wealth management may make people think of the super-rich, this is no longer the case with many specialist firms helping individuals manage more modest assets, achieve their long-term financial goals and plan for a prosperous future.

UK investors now seeking help with their current portfolio and financial advice in Shropshire can rely on Hartey Wealth Management for support. If you’re looking for an independent opinion on your financial affairs, or guidance on retirement or tax planning, don’t hesitate to get in touch with our expert team today.


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