Wealth Management

Wealth management can help individuals, companies and trusts grow their wealth and earn an income from their investment portfolio.

To help you make the best decisions, it is crucial that you seek financial advice from a specialist financial Adviser and it is imperative that you are aware of the risks. The value of your investment and income can fall as well as rise, depending on how your investments perform, and it is important to understand that you may not get back the original amount you invested.

Wealth management advice

At CRS, our financial Advisers in Northwich have vast experience and knowledge on the best wealth management strategies. We can help you by:

• Collecting relevant facts to understand your current position to help us evaluate and adopt your existing arrangements.
• Determining your financial objectives and identifying your tolerance to risk and required liquidity.
• Developing a financial plan that is based on your unique circumstances.
• Establishing a suitable asset allocation to match your attitude towards investment risk.
• Identifying the most tax efficient wrappers and building a suitable investment portfolio.

Planning for later life

Wealth management planning for wealth preservation in later life can help you navigate complex issues such as inheritance tax planning. Wealth preservation helps ensure that the money, assets and wealth you have worked hard to build throughout your life remain with your loved ones.

To make sure you are getting the most from your financial planning and have considered all the factors that could impact your wealth in later life it is always best to seek financial advice from a specialist financial Adviser.

At CRS, we will help you preserve your wealth and secure your family’s financial future, by:

• Providing appropriate investment strategies, perhaps with the focus on capital preservation rather than capital growth, to generate or increase income in a tax-efficient way.
• Implementing inheritance tax mitigation strategies whilst retaining sufficient assets to protect your own financial security. This may be achieved through a range of trust and investment approaches.
• Arranging your affairs so that your estate passes to your chosen beneficiaries in a cost-efficient way, without compromising your own financial security during your lifetime.

The Financial Conduct Authority does not regulate tax or estate planning.

Looking for wealth management advice in Cheshire?

If you would like wealth management or wealth preservation advice, please get in touch via our enquiry form and a member of our team will be in contact to discuss your requirements and the best options for your circumstances.