Wealth management is a consulting service through which a whole raft of services can be provided for a private individual. These services can include managing investment portfolios, offering financial products and solutions, and even consulting with other specialists in order to provide their client with the best financial strategy possible.
Often wealth managers are taken on to help with specific issues like taxation and bequeathing wealth, although some private clients may want to consult with a wealth manager frequently in order to improve their financial situation over a number of years or even a lifetime.
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
Tax treatment varies according to individual circumstances and is subject to change.
The Financial Conduct Authority does not regulate advice on Estate and Tax planning
Need help? Get in touch with us today, we love to hear from clients old and new.
Call us on 01264 332334
Visit us at Oliver House, 40A High Street, Andover, SP10 1NF
..... or simply complete the enquiry form below.
Contact us at firstname.lastname@example.org and speak to one of our advisers today
Claim your FREE credit report
Taking a look at your credit report will allow you to see all the information the lender will see when they check your credit profile.
The credit facility has a 30 days free period and can be cancelled at any time. It is then £14.99 per month
Your home may be repossessed if you do not keep up repayments on your mortgage.
Most forms of buy to let mortgage are not regulated by the Financial Conduct Authority.
Page and Page Andover Limited is an appointed representative of The Whitechurch Network Limited which is authorised and regulated by the Financial Conduct Authority.
Registered in England & Wales Company number : 07825326 Registered Address : Oliver House, 40a High Street, Andover, Hampshire, SP10 1NF
The information contained in this website is subject to UK regulatory regime and is therefore intended for consumers based in the UK