Investment Bonds

Via our discretionary service

Typically structured as single premium life insurance policies with an element of life cover provided, returns within a bond are not subject to capital gains tax making them an attractive investment vehicle for clients. We can manage portfolios within an investment bond via our discretionary service and our wealth planners can provide advice with regards to bonds as part of a review of your finances.

Bespoke wealth management

At WAM our success story is built upon relationship, trust and word of mouth. Many of our clients have introduced us to members of their family to the extend that we often manage investment portfolios across multiple generations.

How can we help?

More information

Whether you need an investment bond established or have an existing bond our discretionary services could be appropriate. With our focus on providing a personalised approach to managing your portfolio, we can help you ensure your investments are appropriate for your individual goals.