WEALTH MANAGEMENT
Wealth Management is not a one off exercise, it is an ongoing thing.
You wouldn’t put all your efforts in getting fit in the gym and then
never go again!
Our Wealth Management service combines ongoing Lifestyle Financial Planning with our in-house Discretionary Managed portfolios. Our Wealth Management service has been designed to meet the needs of our high net worth clients, who require flexible and sophisticated financial planning solutions.
Our Wealth Management service is proactive and structured, offering ongoing Lifestyle Financial Planning with regular review meetings to review our client’s plans, objectives, and goals. We believe that it is impossible to provide advice on any one area without fully understanding how your full position, whether that be investments, pensions, properties or if you are running a business. You wouldn’t go to a heart specialist for a sports massage so why restrict your assets in the same way.
Our Wealth Management team specialise in the following areas of advice:
Each of these elements will make up only a part of your overall position. At Montage, we carefully consider how each part interacts to meet your objectives. When we construct your Financial Plan we will show you how our advice can help you achieve your Financial Freedom.