Wealth Management
Our Wealth Management service is based on providing you with a holistic view of your financial planning, together with a strong commitment to service and wealth management. We draw upon our expertise from a wide range of financial disciplines to meet your specific needs, including investments, tax and protection planning.
This service is provided by the group's wholly-owned subsidiary Merchant Cavendish Young, a well established wealth adviser and manager offering truly independent advice and a fee based service. Our commitment to excellent service explains why 85%. of our new clients are referred to us by existing clients.
• Our fee based financial planning service is based on an understanding of your financial situation, objective and attitude to investment risk. We work closely with you and your other professional advisers.
• We offer a full range of planning options, covering all the major product areas, including investment planning, personal and company pension arrangements (such as SIPPs, SSASs), income protection planning, life cover, mortgages and employee benefits.
• We offer tax planning, often in relation to inheritance tax (IHT), to help maximise your investment returns in the most cost effective and tax efficient manner.
• We have close relationships with a number of leading professional services firms in the UK enabling us to provide you a comprehensive offering from industry specialists.
• We will establish an ongoing management and review process to ensure that we keep pace with the changes in your life.
If you would like to organise an initial meeting, at no cost and without obligation, with our wealth management team please call them on +44 (0)20 7375 9040 or email. For further information on Wealth Management please click here to access Merchant Cavendish Young's website.
Wealth Manager, Merchant Cavendish Young
mark.estcourt@merchantcavendishyoung.co.uk
+44 (0) 20 7375 9040