What is Wealth Planning?

Wealth Planning is the process of structuring your wealth with a view to preserving it, building it, and transferring it to your loved ones.

How can WAM help?

Our Wealth Planning service will structure your finances to achieve your goals wherever you are in your investment journey, through personal financial advice and financial planning. Our certified personal financial advisors can do this as a one-off exercise or on a long-term basis.

We have no minimum investment amount and can help individuals, trustees and businesses.

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 extent that we often manage investment portfolios across multiple generations.

Advice tailored for you

Our wealth planning services cover four specific areas of wealth planning to help you meet your goals:

Retirement planning

We can help you manage your income so you can have the life you want at retirement.

Estate Planning

We Will advise you on the best way to protect your assets and pass them on to your loved ones.

Protecting you and your family

We look at the key events in your life and help you plan for what you know is coming and the unpredictable.

Wealth structuring

We will help you create a bespoke plan to meet your financial goals.

Is this right for me?

You have a number of pension pots:

Pension rules are complex and constantly changing. Our planners can guide you through the rules to help you enhance your retirement income and avoid the pitfalls.

You are looking to pass on your wealth:

You may want to consider how you can pass on your hard-earned assets to the next generation. We can help you structure your assets appropriately to pass more of your wealth to your chosen beneficiaries.

Unsure your affairs are in order:

Knowing that your financial affairs are structured to meet your ambitions can be of great comfort. Our planners can review your wealth plans and make recommendations to help keep you on track.

More information

Achieving your financial dreams requires more than just a first class investment offering. With a comprehensive Wealth Planning service, you can structure your financial affairs more effectively to help achieve your goals.

What our clients say

I have found them to be helpful, informative and keep in regular contact.

Specialist expertise

Using the experience of our wealth planners to complement the firm’s investment services results in a comprehensive wealth solution for those clients that want it.

Mark Scott

Senior Investment Manager