Accumulate Wealth

Wealth management is an investment discipline that incorporates general financial planning and investment portfolio management.  Whilst access to specialist advisory services is available, it should not deter clients fearful of complex and expensive solutions being utilised.   In general terms one must already have accumulated a significant amount of wealth (typically liquid assets including pension funds in excess of £100,000) or a serious aspiration to achieve a high level of liquid assets, for wealth management strategies to be effective.

A wealth management client would normally expect a greater level of bespoke advice, service and product offering than is offered to more mainstream clients.