Safeguarding your wealth

Wealth planning for you and your family

Preservation of wealth is a priority for many of our clients, be that by investing to beat inflation, reducing the amount of tax you are liable for or putting in place insurance to protect against the unexpected.

Our investment and wealth planning experts can work together to provide a uniquely tailored approach to helping your family protect your wealth.

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.

Expert investing and planning

If preservation of wealth is your financial goal, we can build a personal plan to help you achieve it:

Is this right for me?

You have limited time to manage your investments:

A discretionary service is suitable for investors who may not have the time and/or experience to manage a portfolio on a day to day basis.

You have CGT considerations:

For investors with CGT considerations using a personalised approach to discretionary portfolio management ensures the tax position on your portfolio is considered.

You want access to a dedicated investment manager:

Our award winning services are based around a personal relationship with an investment manager to your portfolio is managed to your individual requirements.

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

It is good to have a named person who knows who I am without having to consult a computer screen first – this is why I left my previous manager.

Meeting individual circumstances

The ability to offer a tailored portfolio allows us to manage a client’s investment to meet their individual circumstances or goals; and if those circumstances change we can adapt accordingly.

Mark Scott

Senior Investment Manager