Totally Bespoke Investment Portfolios
A&M Wealth Management work closely with lawyers and beneficiaries to shed light on immediate needs and future objectives. We use our considerable expertise and access to the industry’s leading fund managers to design investment strategies for a bright future. Totally bespoke investment portfolios are created with the intention of maximising a clients’ returns. Believing that no single company offers outright expertise in every investment category, we select from the best to achieve optimal results, devising investment strategies which help our clients to avoid the unexpected. We provide the assurance of knowing that settlement awards will be invested wisely through our well-proven three-step approach:
Step One – Our Strategy
Having gained an in-depth understanding of each client we plot individual financial strategies based on: sums to be invested; consideration of periodical payments; entitlement to state benefits; personal injury trusts; future income and capital requirements. Rest assured we avoid the potential pitfalls and hazards of off-the-shelf solutions – our personal planning strategies are carefully considered, setting a unique course for each client on their journey towards financial peace of mind.
Step Two – The Investment Solution
Once we understand the investment objectives, we carry out extensive research in order to hand pick the most appropriate investment products and utilise proven investment funds. Funds are selected and retained purely on merit. After developing the most appropriate investment solution, we present our recommendations in a clear, concise report. We take the time to explain everything in detail, and make certain it’s understood. Once approved, an investment plan is implemented promptly, to ensure the client enjoys financial security without delay. Our solution is based on: immediate and short-term capital requirements; medium-to-long-term income and expenditure; the client’s understanding of (and attitude to) risk.
Step Three – Continued Support
A&M Wealth Management’s uncompromising levels of ongoing support have always set us apart. By continually monitoring each client’s investment portfolio we ensure it performs as planned and meets expectations. Appreciating that even the best-made financial plans may need to change, we remain close to hand to assist with evolving financial needs. Our services include: monitoring investment fund performance; asset allocation rebalancing; utilisation of tax reliefs and allowances; regular client meetings; tax planning. Tax mitigation is an essential part of the investment process and we ensure that our strategies incorporate the latest reliefs and allowances.