what is total wealth management?
Intelligent Capital approaches total wealth management in a way that provides clients with the most effective and secure service that all of our collective experience can offer. A resume of the service is as follows:
- Looking after your money in the most tax efficient manner within an assessed and agreed attitude towards investment risk.
- The ongoing reporting of values and investment performance against agreed objectives.
- The structuring of investments for tax efficient income or capital growth.
- Referral to specialist legal, accounting and tax advisers, where appropriate.
Total Wealth Management is an all encompassing service, providing advice and guidance to address every aspect of financial planning including tax, investment and pension advice for private clients, trustees and charities. Employee benefits and group pension advice is provided by the corporate division within the group.
The guidance contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.