Our wealth management service brings together expert financial planning and shrewd investment management in one streamlined service.
The two are an inseparable pair. You can’t really get one without the other – the financial planning will inform the investment management work, which in turn will make the financial planning work effective. It’s a cycle.
But what makes us unique is the fact that both services are under one roof.
A pairing that makes for smooth sailing
Many other firms outsource the investment management part of things, but that just doesn’t make sense to us. At Tideway, our teams work side-by-side, in full collaboration.
Your wealth manager:
We work directly with you to understand your current financial position, your needs, your goals, your lifestyle, your retirement plans, and how much risk you can tolerate.
We’ll design your financial planning strategy in close consultation with the Investment Management team, then take the necessary action to make it happen.
Our investment management team:
Our team works hard under the hood of the portfolios we recommend to you, in close collaboration with your wealth manager, to ensure the best returns for the lowest amount of risk.
We actively manage our portfolios in tandem with a raft of fund managers, negotiating favourable rates and conducting ongoing research to identify new opportunities.
How can wealth management help you?
Broadly speaking, most of our clients come to us looking for any combination of three main things. More often than not, these three areas work in tandem with each other to create a holistic and robust wealth management plan.
Retirement Planning
Creating a plan for retirement, planning and managing pension drawdown, strategy to sustain your income, optimising your tax position, and more.
Tax Efficient Income
Generating an income from existing savings or a lump sum, making full use of allowances and reliefs to minimise your tax liability, growing your wealth to sustain your income.
Inheritance Tax Planning
Planning ahead to minimise Inheritance Tax (IHT) liability for your beneficiaries, establishing gifting plans (including Trusts where relevant).
That's not all we do, though
Every client is unique. There are as many different ways that wealth management can help as there are people that need it.
If you’ve had a windfall sum of money, such as an inheritance or proceeds from a business sale, we can help you decide how best to invest it to meet your financial goals. If you want assistance setting up an offshore bond, we can map that out for you. Perhaps you’re an overseas expat needing help with managing your UK assets. Or, you might just need a safe, expert pair of hands to manage your investments for you.
Whatever your needs are or situation is, we’re confident there’s a strategy to help.
Get in touch for a free, no obligation initial chat with one of our wealth managers.
Our Investment Philosophy
We are keenly aware that, more often than not, we are dealing with our clients’ irreplaceable capital. We take this position of trust very seriously.
To learn more about the principles that guide our investment team, click the button below.