What are the benefits of wealth management?

There are obvious advantages to wealth management, primarily seeing a return on your investment. But the benefits extend far beyond a purely financial scope. Our services mean you can gain a greater understanding of the landscape, which will help you to make decisions in the future. It can also allow you to set clearly defined life goals and map out a plan for how you are going to reach those. Our wealth management services aim to set you up financially for the future, as well as provide for your loved ones – something we all aspire to. There are not just material benefits at play, however. That all-important peace of mind in knowing that your money is being expertly managed can release a great amount of pressure. It can have a hugely positive impact on your mental well-being and means you can focus on other areas of your life unburdened.

Who can our wealth management services help?

We appreciate that one person’s needs are entirely different from those of another. We never take a one-size-fits-all approach to our wealth management services, which are always tailored to suit your unique situation. While our typical client has more than £250,000 to invest or plan their financial future with, we pride ourselves on being able to support a wide range of clients – from individuals, families and entrepreneurs to accountants, legal professionals and charities. We have a long history of providing expert wealth management advice and you can find more information below on the types of people we’ve helped in the past.

Why do people seek wealth management advice?

When we make any major decisions in life, it makes sense to call on experts in the field. Wealth management is no different. You need sound, impartial advice from those who have the experience and depth of knowledge to help you. Most people seek wealth management advice for exactly that reason. They want to place their trust in the hands of a professional whom they know will have their best interests at heart. They’re looking for clarity and transparency at all times, as well as a clear explanation of the various options available to them. The mass uncertainty caused by the coronavirus pandemic means it’s more important than ever for wealth management providers to understand their clients’ needs and future plans. People want assurances that they’re being looked after, and that’s what we always strive to achieve.

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Know where life can take you

Whatever your ambitions, knowing where you stand financially will empower you to achieve them. Our role is to help you achieve financial freedom faster, to unlock more opportunities now and in the future.

Retirement Planning

However vague your goals for retirement, it’s never too early to be planning ahead. Learn more about how we can provide you with a roadmap for your long-term financial future.

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Tax Planning

Learn more about how we can structure your finances, making use of reliefs and allowances to minimise your tax liability and grow your wealth.

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Bespoke Investment Management

Whether you want to fund a life goal or simply achieve financial peace of mind, our investment experts can help. Discover how we help grow your capital, generate an income or preserve your wealth.

Retirement Planning

However vague your goals for retirement, it’s never too early to be planning ahead. Learn more about how we can provide you with a roadmap for your long-term financial future.

Tax Planning

Learn more about how we can structure your finances, making use of reliefs and allowances to minimise your tax liability and grow your wealth.

Bespoke Investment Management

Whether you want to fund a life goal or simply achieve financial peace of mind, our investment experts can help. Discover how we help grow your capital, generate an income or preserve your wealth.

Book your complimentary, no obligation consultation

We have a team dedicated to supporting people like you. Please get in touch to discuss your financial needs today.

Let us answer your initial questions

Frequently asked questions

What are the benefits of wealth management?

There are obvious advantages to wealth management, primarily seeing a return on your investment. But the benefits extend far beyond a purely financial scope. Our services mean you can gain a greater understanding of the landscape, which will help you to make decisions in the future.

It can also allow you to set clearly defined life goals and map out a plan for how you are going to reach those. Our wealth management services aim to set you up financially for the future, as well as provide for your loved ones – something we all aspire to.

There are not just material benefits at play, however. That all-important peace of mind in knowing that your money is being expertly managed can release a great amount of pressure. It can have a hugely positive impact on your mental well-being and means you can focus on other areas of your life unburdened.
Who can our wealth management services help?

We appreciate that one person’s needs are entirely different from those of another. We never take a one-size-fits-all approach to our wealth management services, which are always tailored to suit your unique situation.

While our typical client has more than £250,000 to invest or plan their financial future with, we pride ourselves on being able to support a wide range of clients – from individuals, families and entrepreneurs to accountants, legal professionals and charities.

We have a long history of providing expert wealth management advice and you can find more information below on the types of people we’ve helped in the past.
Why do people seek wealth management advice?

When we make any major decisions in life, it makes sense to call on experts in the field. Wealth management is no different. You need sound, impartial advice from those who have the experience and depth of knowledge to help you.

Most people seek wealth management advice for exactly that reason. They want to place their trust in the hands of a professional whom they know will have their best interests at heart. They’re looking for clarity and transparency at all times, as well as a clear explanation of the various options available to them.

The mass uncertainty caused by the coronavirus pandemic means it’s more important than ever for wealth management providers to understand their clients’ needs and future plans. People want assurances that they’re being looked after, and that’s what we always strive to achieve.

Book your complimentary, no obligation consultation

We have a team dedicated to supporting people like you. Please get in touch to discuss your financial needs today.

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Investec Wealth & Investment Limited, a subsidiary of Rathbones Group Plc, would like to keep in touch to send you exclusive event invites, market update information, news relevant to you and information about our products and services.