When you want a holistic view of your finances that encompasses many fields, from investments and taxes to preparing for the future, a wealth manager can help.
Offering a more comprehensive service than a conventional financial advisor, wealth managers can provide guidance at any stage of your life.
You want professional advice
With extensive experience, wealth managers are qualified financial professionals. As a result, they can act as advisors on a wide range of subjects, and give you an expert and unbiased opinion.
You need help with investments
Whether you’re a first-time investor or would like a review of your present portfolio, you can count on wealth managers. With current knowledge of financial markets, they can customise portfolios to meet your aims.
You want to reduce taxes
Experts in tax efficiency, wealth managers can suggest strategies that allow you to preserve your wealth, ensuring you and your dependants never pay more than necessary.
You want to plan your estate
Wealth managers are also experienced in estate planning and can collaborate with your solicitor and accountant as you draw up plans to pass on your wealth and protect your assets and loved ones.
How to choose a wealth manager
Before you decide on a wealth management service, it’s smart to first consider your financial goals and needs. When you meet your wealth manager, these will be the first questions they ask, but the answers will also inform the type of financial advice you require.
When you read up on potentials firms, you can make sure they offer the services you need.
Today, researching is simpler and swifter. Online, you can look up the firm’s reputation, reading reviews and testimonials on their website. You’ll also find information on their about page regarding their values and approach. As a result, you can make sure you agree with the firm’s ethos. Companies that offer a face-to-face meeting will also give you the chance to meet with the team that will work with you.
Are you looking for experts in wealth management in Cheshire?
At Hartey Wealth Management, we provide wealth management services in Oswestry and Cheshire. We supply a personalised service that tailors financial plans and products to suit your needs, so get in touch with us today to find out more.
