Our Wealth Management proposition

Busy people work hard for their money and life too also places demands on our savings, not least as we track towards retirement. However when we meet busy people they often cannot answer the most basic financial questions, such as ;

What is the total value of my invested wealth?
How has my wealth performed this year?
What risks do I run with my investments?
Will my investments be enough?

To find out how we do it click on the My Money tab on the top left hand side.

Our wealth management service can help you answer all these questions and :-

Reduce your investment costs,
Ensure the correct tax wrapper is used,
Clarify and realign the investment risk
Introduce a regular review process
Create a simple consolidated medium showing the combined value of all plans

The first stage is meeting and establishing exactly what your financial position is, and what you want your money to do for you. A fundamental part of this overview is to ensure that the correct tax wrappers are used appropriately in your financial planning. ISA’s, Investment Bonds, Unit Trust/OEICS and Pensions are all Tax Wrappers with each providing slightly different tax benefits.

Our role is to create a risk appropriate strategy overlaid across all these wrappers to create your desired future financial position.

The strategies and your goals are regularly reviewed to ensure that your portfolios stay on track.

Specialist advice

In a similar way as the medical profession, there are differences between the manner in which financial planners operate. Some can be viewed as general practitioners, whilst others choose to specialise on certain areas of advice.

Assisting our clients to plan for their futures, normally requires us to consider all aspects of their financial well being. We are carefull to ensure that we highlight any protection needs, investment or tax saving opportunities that exist. This level of service demands the general financial planning skills that we have built up over the years our business has been in operation.

We understand that there are circumstances of financial planning where the expert knowledge of a specialist is required. Listed below are the areas of specialist advice that we provide and details of who you should contact.

Contact		Specialisation		Email
Mr G Brooks - Principal		Employee Benefits		Edgar Brooks & Co		email me
		Shareholder Protection
		Lump Sum Investments
		Portfolio Management
		Tax planning for Individuals
		Estate Planning
		Pension choices at Retirement
Mr M Adcock- Financial Planning Mgr		Key Person Protection		Edgar Brooks & Co		email me
		Group Pensions
		Pension Transfers
		Estate Planning
		Pension choices at Retirement
		Lump Sum Investments
		Portfolio Management
The Financial Conduct Authority does not regulate Taxation Advice, Offshore Investments.