We use the term ‘Wealth Management’ all the time, but without really defining it. For Warwick, wealth management means providing our clients with a bespoke, highly personalised and integrated set of financial services ranging from wealth planning, tax planning, investment management and estate planning. Our point
of departure is identifying the exact financial needs of our clients and then providing them with a financial plan that is suitable for all stages of their lives, right the way through to retirement and beyond.
As Wealth Managers, we do not view our clients in isolation from their families and their needs and so we spend time carefully going through the full picture and spectrum of needs in order to provide a tailored and holistic financial solution.
For Warwick, Wealth Management has one essential objective, to provide our clients with financial security and peace of mind. But what are the benefits of Wealth Management?
The first is that in dealing with a Wealth Manager, you are provided with the dedicated service
of a highly qualified and experienced financial and investment professional. Financial matters are becoming ever more complicated and seldom does the private individual have the decades of knowledge, skill and experience of a professional Wealth Manager. Not only can one rely on a Wealth Manager to be up to
speed on the latest investment, tax and estate planning developments, but this can save clients from making very expensive investment mistakes, many of which are hard to recover from in a normal lifetime.
Remember too that a Warwick Wealth specialist can only advise on and sell fully regulated funds
and products that are authorised by the Financial Sector Conduct Authority (FSCA). Each of our Wealth Specialists, and each member of our national Professional Network is fully qualified, authorised and is registered on the FSCA website.
The second key benefit of wealth management expertise is that it saves you time and reduces
stress. Keeping up to date with all the complexity of investments is a full-time job and one that
few non-specialists have the time (nor inclination) to do. Keeping up to date with and anticipating future investment dynamics on both local and international markets is our job and one that we do every day in order to provide our clients with investments appropriate to their income needs and risk profile. Remember too that Warwick has professional relationships with a portfolio of local and international asset managers, all of whom provide advisory services to Warwick to ensure our clients’ funds and portfolios benefit from their leading-edge expertise.
The third key benefit is that of estate planning services which go beyond our clients’ current needs, but also considers the future income needs of their kith and kin. Here, tax-efficient financial planning is critical. But equally important is the
drafting of a well-crafted and executable Will that ensures that your hard-earned wealth is protected and available for distribution for your family and heirs after your passing on. This is a skilled task and without the holistic advice from your Wealth Specialist, many expensive mistakes can be made that are simply not rectifiable.