What is wealth management

Wealth management is a strange and unknown term for most, to some it might just be about “making money”, which to be fair, is a common goal for most of us. However these days, with the complexities of markets and world economics, the focus is not just about making money, it is equally important to protect and preserve what you have made. This is what Wealth Management is really all about.

Our Wealth is under attack from all different directions, whether it is economics , taxation, or simply a change in the weather, your personal financial well being is continually being effected by what goes on around you, if you are not informed then your future financial situation might actually not be as you thought.

To assist us in this challenge, Forbes Financial has chosen to be a Partner Practice of St. James's Place in order to provide products and services that help meet the various needs of its clients. From time to time Forbes Financial will refer clients to third parties in order to extend it’s service offering outside that which St. James's Place can offer, to include highly respected accountancy practices, law firms and stockbrokers. This enables us to offer our clients a full and complete Wealth Management suite that in our view gives a depth of resource and expertise.

Typically our clients have come to the realisation that they do not have the time , may not be inclined or simply are unable to manage their own financial affairs effectively themselves. They feel having the support and guidance of the practice makes planning their financial affairs clear and simple, and takes the worry and concern away.

We provide a full range of solutions from the complexities of aiming to achieve a successful investment strategy, estate planning and Inheritance Tax mitigation, retirement planning and general tax planning.

This range of experience will enable us to work closely with you to develop effective strategies to help you not only make money but, just as importantly, help keep it.

We look forward to welcoming you as one of our clients.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.