Good wealth management advice allows private individuals, business owners and trustees to protect their wealth in the long term. This type of advice includes planning for retirement, managing your tax affairs, understanding long-term investments and preparing for what will happen to your estate.
A good independent wealth management adviser will make sure recommendations are tailored to your needs. That means taking the time to find out where you are right now, where you would like to be in the future, and how you want your investments to work for you, your family and your associates.
Most importantly, it means working with you to make sure the right plans are in place as your circumstances change. You should feel you can rely on your adviser to give you advice that’s directly relevant to your life and your plans for the future. And always look for an adviser who is fully regulated, so you can be confident that the advice you get is based on matching their market knowledge with the needs you have.