What does wealth management comprise? The concept is used by a number of firms in differing ways.
To us at Partners Wealth Management it’s not just about comparing or selecting financial products, it goes far beyond that in its scope and operation.
We see it as a combination of important skills such as good counsel, guidance, strategy, project management, product knowledge, empathy and understanding, all delivered with exemplary client care.
We take a holistic view of your finances and work with you to fully understand your financial aspirations. We then create a plan that’s bespoke to your needs and takes full account of what you want your money to do for you, now and in the future.
Our service offers a number of interrelated elements, such as investment portfolio management, estate planning, taxation strategies and private office services. As we work together to manage and preserve your wealth, plan for your retirement, or protect your estate from inheritance tax, the services detailed in this section can have a part to play, depending on your specific requirements.
For further information on how we can help you build and protect your wealth, please contact us.