Our Wealth Management service is for your life journey: we want to understand where you are now (your circumstances), where you want to be (your goals) and how best to help you get there (your financial plan).
The financial plan can include all sorts for the journey: spending plans, budgets, savings, investments, pensions, insurance, tax planning, estate planning, managing risk, loans and mortgages, trusts, wills, powers of attorney, care fees planning. But don’t worry, getting on top of that is our job.
Life journeys aren’t in a straight line – you will encounter obstacles, circumstances will change or you may change your mind about the destination so the plan usually needs regular review and adjustment and we do that too.
Think of us as the mountain guide supporting you in the climb to the top. We assist in planning the route, make sure you have the right kit and help you set reasonable expectations about what can be achieved and in what time period.
Our wealth management services
Our Wealth Management service works really well if: you have investments or pension funds with a total value over £1,000,000 (our minimum is £500,000); or you earn over £100,000pa; or your financial affairs are complex and you need comprehensive advice. We advise private individuals, owner managed businesses, private trusts and charity trustees.
Locations that we cover
We are able to help clients that are based in the West Yorkshire area.
How to contact us
Tele – 0113 243 5693
Email – firstname.lastname@example.org
Web – www.flowersmcewan.co.uk