Are your needs simple or complex?
Wealth Management is an area of advice with many possible options.
What would be best for you?
You may not know – and that’s ok, we can help.
Simple wealth management
Wealth Management can be complex and even when its not there are important questions to consider and important answers to understand.
Questions such as
- Deposit account or Cash ISA which is best?
Can an ISA become invested for long term planning. - Do you pay tax on earnings or on savings or both.
- Can I invest in Global markets, what if I am cautious?
- I am married what if I die….who inherits?If I have a partner is it the same…
Good questions…getting not so simple now?
This is how we can help, we listen understand and create a personal plan for you which addresses the questions and alerts you early enough to make changes.
Complex wealth management
Sometimes its hard to unravel what you currently have, and understand what you need.
Maybe there is the situation when you have you been married before and now have more children, wonderful…but from a tax point of view it needs to have extra consideration.
What if your parents become frail
What do I do if they need extra care?
How do I know which fund is best for my pension or ISA?
And then what if I fall ill and cannot work?
These are all classic questions that we can help answer.
You may suspect inheritance tax is likely, and understand corporation tax rates can climb – but have you thought about who is the successor to your business? Will you end up selling? Wealth Management has so many elements to consider…and probably things that you wouldn’t have necessarily thought of before. This is our specialty.
Considerations
The Value
The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.
The Performance
Past performance is not a guide to future performance and should not be relied upon.
The Investments
An ISA is a medium to long term investment, which aims to increase the value of the money you invest for growth or income or both. The value of your investments and any income from them can fall as well as rise. You may not get back the amount you invested.
The Law
HM Revenue and Customs practice and the law relating to taxation are complex and subject individual circumstances and changes which cannot be foreseen.
Mike’s knowledge of finance and wealth management is incredible – and what’s more, he’s the kindest, most caring guy you could ever meet.
Sophie P
From the outset, my wife and I felt very comfortable that our requirements were being understood and actioned. The information and detail were expertly explained and we both feel at ease with our financial affairs going forward. This is due to Michael and his team. Thank you!
Roger T
Mike explains very clearly what is going on and is happy to explain again if I don’t understand something.
Chris M
Get In Touch
We would love to get to know you and see how we can help.
Get In Touch
We would love to get to know you and see how we can help.
Parkway Consulting,
Pure Offices, Plato Close,
Tachbrook Park
Leamington Spa
CV34 6WE
