Wealth Management Focus

The focus of Tailored Wealth Management is on service and appropriate strategy to strive for achievement your financial aims – we need to know you and you need to know us.

Although we will discuss clients requirements for smaller amounts we recommend this service for combined personal investments and pensions of £100,000 or more.

What is our Wealth Management Service all about?

A Wealth Management Account is a centralised reporting hub for your ISA’s, Unit Trusts, Pension Plans, Investment Bonds, and more. It gives you access to whole market investment choice whilst providing you with performance details and research facilities.

We offer packaged portfolios or individual bespoke plans to suit your needs and wishes.

Our fees are usually based on the amount that is invested and the level is dependent on your individual needs and requirements.

Instant access and information over the internet

Effective Wealth Management can only be achieved by having a process and following it. You will have 24 hour access to information about your account via the internet.

The value of an investment can go down as well as up, investors may not get back the amount originally invested.

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