GROWING YOUR WEALTH
The second stage of Wealth Management is growing your wealth
Financial planning can add value and help you to build a greater amount of wealth than you could without advice.
Growing wealth is a long-term process and your adviser will create a bespoke investment plan for you by taking the time to identify the best opportunities for your circumstances, to help you to reach your financial goals sooner. Our portfolio management service may be suitable for you if you are looking for growth or income, an adviser will choose a portfolio to meet your needs and attitude to risk.
When growing wealth, your adviser will help you to start planning for retirement. We can also help grow the wealth of your business through our corporate financial planning service, which can save you both time and money and allow you to focus on running your business.
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.
Growing Wealth
As wealth accumulates, you move into the second phase of wealth management and the attention shifts to growing your wealth. Focus will be on in-depth tax-efficient financial planning and appropriate investment strategies to help your money work as hard as it can.
News and insights
Making regular gifts from excess income to reduce Inheritance Tax liability
Passing wealth onto loved ones is an important part of financial planning for most people. Estate planning is the process of determining how and when you wish to
When is the best time to transfer my wealth?
Passing on wealth to loved ones is an important aspect of wealth management. At Four Wealth Management, a Financial Adviser can help you to transfer your wealth to
Why should you take Financial Advice when selling a small business?
Selling your small business is a big decision for business owners. It can be a very time-consuming process and preparation is key to help you maximise the amount
How to save and pay for your child’s private school fees
One goal that many clients ask our Financial Advisers at Four Wealth Management about is saving for their children’s private school or university fees. After paying for your
Book your place at a complimentary seminar
We offer complimentary seminars on investment planning, retirement planning and inheritance tax mitigation to help you to make more of your money. Our financial advisers will be there to answer your questions.
Frequently asked questions
Financial planning can help you grow your wealth through tracking and sticking to a budget, as well as saving and investing your money.
A Financial Adviser will work with you to understand your individual circumstances to tailor a strategy for you to help grow your wealth. This will take into consideration how long you are planning to keep the money invested and your attitude to risk.
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.
