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.

What is Wealth Management?

Wealth Management is a financial planning service that is designed to help you meet your individual financial goals. After an initial no-obligation consultation, your financial adviser will create a bespoke financial plan designed to help you achieve your short and long term financial goals.

At Four Wealth Management, we offer a holistic financial planning service to manage all areas of your finances including retirement planning, portfolio management, investment planning and passing on your wealth through estate planning.

View all of our services

Why should you use a wealth management service?

Your personal situation will change throughout your life, for example you might start a family or inherit money from a family member. This means managing your finances and making investment decisions to help you to meet your goals can be time consuming and is something that needs to be reviewed regularly. You may not have the time or investment knowledge to be able to manage your own portfolios on your own. Have a financial adviser means all of the hard work is done for you.

Will my family benefit from wealth management?

Your Financial Adviser will develop a close relationship with you over the years and will know your family well, meaning they are the ideal person to help you plan the future for you and your family. We aim to give you and your family security by helping you make the most of your money.

Estate planning, mitigating inheritance tax and passing on wealth to loved ones is a large part of most people’s financial plans and therefore our financial advisers encourage clients to bring their family to meetings to ensure everyone is aware of how you plan to leave your legacy and pass your assets on in time.

Find out more about Estate Planning

Our financial advisers can also help with life insurance and other policies to protect your family from the unexpected and give you peace of mind.

Find out more about protection policies we can help with

Keep your investment plans on track

Having a Financial Adviser will give you peace of mind knowing your finances are in order. It is important to regularly review your portfolio against your objectives and to understand if any changes in your circumstances mean your portfolio needs to be altered. At Four Wealth Management we offer all clients an annual face-to-face review of their portfolio and will make any necessary adjustments to help keep your plans on track. Your Financial Adviser will also update you on any tax or legalisation changes that could affect you.

Book a no-obligation financial review meeting

Contact a Financial Adviser at Four Wealth Management today on 0117 973 0500 or email fourwm@sjpp.co.uk to book a no-obligation review meeting to discuss creating a bespoke financial plan for you. The initial meeting will last approximately one hour and can be conducted on the telephone, at our office in Bristol or at your home address.

 

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 therefore go down as well as up. You may get back less than you invested.

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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