nEWS AND INSIGHTS

Tax, investments and pension rules can change over time so the information below may not be current. This article was correct at the time of publishing.

Do I need to use a Wealth Management service?

Four Wealth Management offer bespoke financial advice and wealth management to individuals, businesses and trustees in a wide range of areas including tax efficient investment planning, retirement planning, pension planning, estate planning, and aiming to reduce inheritance tax.

Many people come to us as they need financial guidance and help navigating the various tax pitfalls yet they are unsure if they would benefit from a wealth management service.

What is wealth management?

Wealth management is an advanced financial planning service which includes investment management, tax-efficient restructuring of your assets and estate planning. A Wealth Management Adviser at Four Wealth Management will create a tailored investment plan for your assets.

Do I have enough assets for wealth management?

At Four Wealth Management, we do not have any minimum investment requirements and we are focused on establishing long-term relationships with our clients and their families. We believe everyone can benefit from a wealth management service and aim to empower you to take control of your financial situation.

What services do Four Wealth Management offer?

Our wealth management service includes an annual financial review meeting as your financial planning needs and goals are likely to change over time so it is important to regularly review your financial situation to make sure your portfolio remains in line with your individual objectives.

Areas that we can help with include planning for retirement, estate planning and mitigating inheritance tax, reviewing your existing pension and ISA arrangements, writing a Will or setting up a Power of Attorney*.

See our full range of services

Book a no-obligation meeting

Four Wealth Management are based in Clifton, Bristol but also have offices in London and Cirencester. Our Financial Advisers are happy to meet you for a no-obligation financial review meeting at one of our offices or at your home address. The meeting will last approximately an hour and will give the adviser the chance to understand your aims and objectives. Following the meeting, the adviser will write to you with a bespoke solution to help you achieve your financial aims. We will continually monitor your portfolio to help keep you on track to meet your goals. Contact us on 0117 973 0500 or fill out our form to book a meeting.

 

The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can go down as well as up. You may get back less than you invested.

The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.

*Will writing and Powers of Attorney involve the referral to a service that is separate and distinct from St. James’s Place and are not regulated by the Financial Conduct Authority.

Enquire Now

If you have any queries or would like to arrange a face to face meeting with an adviser for a no obligation review of your personal finances, simply book a call back using the form below. Alternatively, you can call us on 0117 973 0500.

The Partner together with St. James's Place Wealth Management plc are the data controllers of any personal data you provide to us. For further information on our uses of your personal data, please see the Partner's Privacy Policy or the St. James's Place Privacy Policy.

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