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Strategic Wealth Management

1 East Point
Seal
Kent
TN15 0EG

T: 01732 760000

F: 01732 763816

E: info@strategic.uk.net

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Wealth Management

TotalWealth^TM is a comprehensive service designed for individuals who wish to delegate the ongoing planning, advice and management of their affairs to a professional firm of financial planners and independent financial advisers (IFAs).

Who is it for?

Individuals with pensions and investments of £100,000 or more, total income of £100,000 or total assets of £1 million or more.

What does it include?

• We will discuss with you your concerns and hopes for the future.
• We will help you gather all the information we need to formulate a financial plan and liaise with any providers of investments or insurance policies.
• We will help you identify any shortfalls in your current planning and to formulate an action plan to address these areas.
• We will help you to implement the action plan.
• We will advise you on your pensions, investments, tax and estate planning.
• We will advise you on broader family issues.
• We will introduce you to other professionals where it is sensible to do so.
• We will provide you with access to our Wealth Management Account.
• We will provide proactive contact, regualar reviews and access to our advisers and support team.

What are the potential benefits?

The benefits of TotalWealthTM will depend upon your particular circumstances, but could help you to:

• Save time and money.
• Approach the future with more confidence.
• Retain control over your wealth.
• Reduce the tax you pay.
• Enjoy a successful investment experience.
• Simplify your affairs and become financially better organised.

For arrange a no obligation intial meeting to discuss you requirements, please contact us.

 

Please read our Privacy Statement before completing any enquiry form or before sending an email to us.

Strategic Wealth Management is authorised and regulated by the Financial Services Authority (http://www.fsa.gov.uk/register/home.do). FSA Registration No: 137472

The Financial Services Authority does not regulate tax planning, taxation or trust advice.