Wealth Management

Wealth management is an investment advisory discipline that incorporates financial planning, investment portfolio management and a number of aggregated financial services.

High net worth individuals, small business owners and families who desire the assistance of a credentialed financial advisory specialist call upon wealth managers to coordinate retail banking, estate planning, legal resources, tax professionals and investment management.

Wealth managers work to enhance the income, growth and tax favoured treatment of long-term investors. One must already have accumulated a significant amount of wealth for wealth management strategies to be effective.

The value of investments and the income from them may go down. You may not get back the original amount invested.
The FSA does not regulate tax planning.

Wealth Management

Savings & investments

Corporate Clients

Retirement Planning

Mortgages

Saving Tax

Protecting your family

Legal Matters

Smith Cooper Independent Financial Solutions Ltd is authorised and regulated by the Financial Services Authority. We are entered on the FSA register (www.fsa.gov.uk) with a number of 443209

The advice and / or guidance contained within this site is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.