Wealth Management

What is financial planning?
Financial planning is about helping to structure and manage your finances to help achieve your objectives. This includes the efficient use of existing resources, ensuring tax efficiency, delivering the level of access and control you require and perhaps also considering how your accumulated wealth can be passed on to the next generation.

The Financial Planning Process involves developing strategies to help you manage your financial affairs so you can build & preserve wealth, helping to achieve financial security and most importantly enjoy your life :

*  Helping to ensure you have sufficient liquidity both now and in the future (cash management)
*  Retirement Option Strategies
*  Evaluate and measure the risks affecting your planning, consequences of disability, premature death or even longevity
*  Tax optimisation, to reduce any tax liabilities
*  Estate Planning and minimising the impact of inheritance tax, helping to distribute your assets in accordance with your wishes
*  Analysing, restructuring and simplifying investment portfolios
*  Ensuring you are on track to achieve the life you 'want' by analysing in detail where you are now with where you want to be

For further information and advice on financial planning and wealth management, Revell Turner & Wass can recommend and introduce Wealth Management advisor - Derek Gurden of DG Financial Services.

To book a no obligation appointment with Derek Gurden please contact us