Wealth Management

Whether you are an individual, a trustee or a business, our wealth management service is specifically designed around your individual circumstances.

The Arcaria interpretation of ‘Wealth Management’ is significantly more comprehensive than simply managing your investments. It is a highly personalised on-going service that fully integrates investment management within your overall financial position and adapts to your changing needs.

You may wish to …

• Invest to increase your wealth for the future.
• Make the best use of your pension plans.
• Use your existing capital to produce an income that will last.
• Protect your capital for your own future benefit.
• Preserve your capital for your beneficiaries and protect it from Inheritance Tax.
• Understand and plan for Long Term Care.

and most importantly …

... Feel relaxed about your financial future knowing that everything is under control.

We will ...

• Develop a shared understanding of your wealth objectives and translate these into a suitable investment portfolio that continues to meet your needs.
• Ensure your pension plans including your Drawdown Schemes are fully integrated into your overall wealth management plan and regularly reviewed as part of it.
• Protect your assets from legally avoidable taxation by positioning them in appropriate financial products drawn from the whole market.
• Support and advise you with your Estate Planning and possible Long Term Care needs.
• Proactively contact you when changes in the economy may affect you.

and most Importantly …

... We will be there when you need us through both the good and the bad.

Key Features

• Two full review meetings with reports each year including:
  • Full Investment Review
  • Inheritance Tax review
  • Drawdown or other pension scheme review
• Priority telephone access to your adviser
• Quarterly Valuations
• Access to the Arcaria online services including secure personal document vault

Our clients wealth management needs are usually highly individual and we are happy to tailor our services to suit your needs. Please contact us to discuss your requirements.

The FCA does not regulate some forms of tax planning.