Full Management
Leave the hard work to us with our full management package. We actively manage your portfolio and provide updates on any changes we make. Giving you time to focus on doing what you enjoy.
Taking the hard work out of investment
Our full management service gives you time and peace of mind knowing your investments are taken care of.
Unlike other full management services, we provide you with consistent updates on where your money is invested whenever changes are made and the reasons for doing so.
Got a question about
our investment services?
Why should you use our full management service?
By working together to align strategic investments with your future goals, we can work together to help you invest wisely.
Choosing TheWealthPoint gives you access to:
- A person, not a portfolio so you can receive advice, guidance, and knowledge to empower you on your investment journey.
- A customised and complete plan aligning your risk levels with your long-term goals.
- Ongoing expert advice and guidance from experienced financial advisers.
- Different strategies you can utilise to control risks and generate consistent returns.
- Peace of mind knowing that your investments are 100% taken care of and aligned with your goals.
Want more control of your investment?
It’s your money, and we understand you might want more involvement with how it’s invested, so we offer a more hands-on investment service.
FAQs
How often should I update my investment strategy?
Your investment strategy should be reviewed regularly, especially after any major life events you experience such as marriage, divorce, a job change, or the birth of a child. If you’re also thinking about retirement this would be a good time to look at your investments and make sure they are performing in a way that will facilitate the lifestyle you envision for yourself once you’re no longer working.
Can investment advice help to reduce taxes?
Yes, investment advice can help to reduce taxes. Financial advisers have extensive knowledge when it comes to implementing tax-efficient strategies so they can advise you to utilise accounts which have tax benefits such as ISAs and SIPPs or plan around inheritance tax when it comes to managing your estate.
What are the risks of investing and how can advice help manage them?
Investing will always mean that your capital is at risk due to market volatility and inflation. Financial advice can help you to manage these risks. With their eye on the market, advisers will monitor changes and advise you accordingly when it comes to your investment portfolio and whether any adjustments need to be made.
This information is not intended to be, and cannot be relied upon, as financial advice. Capital is at risk.
Our Services
Discover more of our financial planning services to help you create a successful future and achieve your goals.
Book an appointment today don’t delay your financial success.
Book a review of your finances with a specialist financial planner. Alternatively, call us free on 0151 220 2619