You may have made your millions or be in the process of acquiring them. Either way, we can help you create wealth and enhance the wealth you’ve already got.
Whether you want to review your business and personal financial planning arrangements, have liquid assets to invest, or want to protect your wealth for your family, we’ll find the right solution for you.
Your circumstances and ambitions are unique – so the solutions for creating and enhancing your wealth will be too.
When we meet with you, we’ll talk through your:
- long and short term financial goals
- attitude to investment risk
- existing arrangements and
- financial commitments
Then, we’ll advise on the most appropriate solution for your needs. Key areas we'll look at are described below.
investing for the long-term
We would all like to invest and save, but the difference between success and mediocrity can be dramatic.
A well constructed investment portfolio takes account of your attitude to risk, time horizon for investing and income requirements. Such a portfolio places greater emphasis on asset allocation and wealth preservation and is flexible enough to allow tactical decisions to be made throughout the life of the portfolio. It will also make the most of tax allowances to maximise returns.
protecting yourself and your assets
Part of creating and enhancing your wealth is making sure that you and your assets are protected. This involves assessing your need for life assurance, private health cover, income protection and critical illness cover and reviewing your assets to see where you can benefit from Inheritance and Capital Gains Tax planning.
managing your pension
People are living longer these days so the need for a decent pension has never been greater. It’s one way to save for your retirement and the government helps by giving you tax relief on the contributions you make into a pension plan.
Your circumstances will change and plans may need to be adapted – we can help you review your pension and plan for the retirement you want.
RSM Tenon Financial Services Limited is authorised and regulated by the Financial Services Authority. The content of this website is for general information only and is based on our understanding of current legislation and HMRC practice, which is subject to change.