Wealth Management

Regardless of the scope of advice, financial planning is all about you, your aspirations and your circumstances. In other words, it's highly personal and so is the service.

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    Wealth Management enquiries will be referred to a suitably qualified financial advisor within the Quilter group.

    The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.


     

    What is financial planning?

    Financial planning is about helping to structure and manage your finances to achieve your objectives. This includes the efficient use of existing resources, ensuring tax efficiency, delivering the level of access and control you require and perhaps also considering how your accumulated wealth can be passed on to the next generation.

    Ideally, planning should be undertaken in the context of your total finances i.e. holistically and this is the requirement for a great many clients. Understandably some clients wish to be advised in more limited areas.

    Regardless of the scope of advice, financial planning is all about you, your aspirations and your circumstances. In other words, it's highly personal and so is the service.

    The Financial Planning Process involves developing strategies to help you manage your financial affairs so you can build & preserve wealth, achieve financial security and most importantly enjoy your life.

     

    As part of comprehensive service we will typically look at the following:

    • Ensuring you have sufficient liquidity both now and in the future (cash management)
    • Retirement Option Strategies
    • Evaluate and measure the risks affecting your planning, consequences of disability, premature death or even longevity
    • Tax optimisation and reducing your tax liabilities
    • Estate Planning and minimising the impact of inheritance tax and ensuring your assets are distributed in accordance with your wishes
    • Analysing, restructuring and simplifying investment portfolios
    • Ensuring you are on track to achieve the life you ‘want' by analysing in detail where you are now with where you want to be.

    Estate planning and taxation advice is not regulated by the FCA.

     

     

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    YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE.

    G&E (Network) Ltd. registered in England & Wales No. 3133675. Registered office address: 22 Moulsham Chase, Chelmsford, CM2 0TB

    Elite Financial Services is a trading style of G&E (Network) Ltd who are an appointed representative of Quilter Financial Planning Limited, which is authorised and regulated by the Financial Conduct Authority. Quilter Financial Planning Limited are entered on the FCA register (http://www.fca.org.uk/register/) under reference 440718.

     

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