Wealth Management

Why Are We Different?

Our Wealth Management Solution offers a clear, structured and logical approach to investments, enabling us to offer client-specific solutions based upon current investments, attitude to risk, and personal and business goals for now and in the future.

Through the route of Assessment -> Analysis & Identifying of Opportunities -> Solutions, we are able to provide a client-oriented service, enabling the best solution to be identified and followed through with maximum impact.

The Process

Assessment – We make an assessment of your financial needs and goals, investments and attitude to risk in order to gain the 'bigger picture'. This will usually involve a Fact Find to collate information about you and your business, of where you are, and where you want to be. This identifies a number of key areas, which are then taken into the next stage…

Analysis – At this stage we sit down with you and discuss the areas highlighted in the review meeting and from the Fact Find. For existing clients these areas may have become apparent through our ongoing relations with them, or for new clients, in the Business Strategy we agreed with them. The Analysis Stage allows us to identify opportunities for the client and following discussion this leads into the Solutions Stage…

Solutions – Following Assessment and Analysis, we are now in a position to offer appropriate Solutions. These can take many forms, but the examples below give a taste…

Examples:

Specialist Pensions To Eliminate Tax

• 167% return on Investment

• Substantially Reduce or Eliminate Tax

• Can Form a Strong Foundation of an Exit Strategy and a Plan for the Future

• Enables Varied Use of Commercial Property

Holistic Financial Review

Provides a Holistic Review resulting in a plan that is workable and achievable. Investment opportunities are maximised, direction becomes clear and documented and the client knows they are doing the right things to maximise the opportunities available to them. Review covers areas such as:

• Shareholder Protection

• Inheritance Tax / Estate Planning

• Investments

• Income Protection

• Business Exit Strategy

The two examples given form just a small part of the Wealth Management Products & Services listed below. The range of services available makes assessment and reviews essential to ensure you remain aware of changes in the market and the benefits these may bring.

What Next?

For more Information or a Wealth Management Review call Ben Parker on 0121 764 5161. Alternatively email info@parkerbd.co.uk or use the form on the Contact us page.

Wealth Management Products & Services

• Wealth Management

• Corporate & Personal Financial Planning Review

• Corporate & Personal Pension Planning

• ‘Property into Pension’ Tax Planning

• Business Protection

• Personal Protection

• Shareholder Protection

• Inheritance Tax Planning

• Wills Service

• Investment Strategies

• Retirement Strategies

• Lifetime Mortgages