Have you come in to some money?
Look after your windfall. We help you navigate the industry and find the best professionals to manage your money.
Protect and grow your money...
If you have recently come into some money via inheritance, a business sale or some other form of liquidity event, it can be hard knowing what to do with it.
Capital preservation is the foundation of a robust wealth strategy, and it is vital that you take steps to ensure that as much of your new funds remain yours as possible – rather than being swallowed by the taxman or lost on excessive management fees.
Understanding the whole picture is vital: assets versus liabilities, shorter-term plans in the context of longer-term ones, and investment risk against reward. The right wealth manager will devise plans that take into account any number of complexities, enabling you to increase your returns and minimise your risk.
There are many ways to deploy a windfall, but you have to go down the route that will make the biggest difference to your financial position. Unlocking the true power of your money could really change your life for the better, so make the most of the capital you now have available to put to work.
To find out exactly what a wealth manager does and how they can help you maximise your money, read on.
Protection, growth and tax reduction - your guide to the three pillars of wealth management
Wealth management is a broad term which can encompass many different strategies and techniques. However, managing your wealth can be boiled down to three key elements: protection, growth and tax reduction – with each one equally relevant to people at all asset levels.
What to do now?
Search Now
Use our award-winning ‘ManagerSearch’ right now and let us suggest which wealth managers are best for your profile.
It’s fast, no-obligation and no-cost.
Speak to Us
Looking for some impartial insight in to your situation? We’re wealth management experts who have seen it all.
Book a no-nonsense, no cost, conversation with us.
More reading about your situation:
Reduce the Behavioural Costs of Being Human
There is great danger in paying insufficient attention to behavioural finance and ‘anxiety-adjusted returns’, argues Greg B. Davies, Head of Behavioural Finance at Oxford Risk
Read ArticleClient trends: March 2024
The Spring Budget gave a boost to those who would like to finally offload buy-to-let properties, and the impending start of a new fiscal year is focusing minds on trimming tax and other liabilities generally.
Read ArticleClient trends: February 2024
Inheritance Tax is back on the agenda as our users also ponder more philosophical wealth management issues around investment and institutional styles.
Read ArticleWe give you access to a wide range of companies
We know each firm intimately, particularly their specialities and proven capabilities – enabling you to fast track through the industry with ease and insight.
Receive our unique investment bulletin every month
We compile opinions from leading investment professionals and, in plain English, summarise the key happenings in the financial markets and how it’s affecting your money.
Sign up to receive this unique bulletin every month.
No spam. Simply one useful email per month. Read our privacy policy here