If you google the meaning of Wealth Management you will find that it
is an investment advisory service in which the adviser gathers
information from the client and then tailors a bespoke strategy
utilising suitable products for the client´s needs. You will also
find that almost every adviser offers Wealth Management and we are
no different in this regard.
Where we do differentiate ourselves is that we believe Wealth
Management is more than just some numbers on a page and a suitable
product for today. We believe Wealth Management is really getting to
know our clients on a personal basis, so that they invest in us as
people as well as the products we are recommending.
Just because a product is suitable for today does not mean it will
be suitable in 10 years time, nor does it stop new products coming
into the market over time. Sadly, it is all too often we see
examples of investments drifting away from an investor´s goal due to
lack of ongoing servicing and monitoring of the marketplace.
Naturally, our attitudes to risk change over time and your portfolio
should always be aligned to reflect this. A good example of this
would be a 40yr old employee who is still earning. With over 25
years still to go before any state pension is received, this person
may wish to adopt a more aggressive approach to investing and favour
equity based investments. However, as that same person moves towards
retirement, there is a good chance that he/she will gradually look
to move their money into more cautious investments, with the
emphasis changing to preserve wealth, instead of taking too much
risk to grow it.
Financial advice should always be based on numerous factors, none
more so than the needs and desires of the investor themselves.
However, as advisers, we have a responsibility to look at the bigger
picture. We have a responsibility to provide wealth management using
a holistic approach, highlighting discrepancies, considering tax
positions and disclosing all charges.
It goes without saying that protection, preservation and growth of
wealth are extremely important but many IFA´s will not consider you
if you do not have upwards of 150,000 GBP to invest at outset. This
is another area where we consider ourselves slightly different, as
we believe everyone should be entitled to financial advice.
Our vision has always been to create a professional family business
which is around for generations to come. This can only ever be
achieved by fully understanding client´s aspirations, recommending
suitable solutions and maintaining a professional ongoing service.
We are extremely proud to say that the vast majority of our
clients are referred to us either from existing satisfied
customers or through our network of tried and trusted
professionals. This reflects our ability to gain the trust of
our existing clients and our professional connections alike.
Logic Financial Consultants are proud to have established a
wonderful reputation for quality financial advice. This
website contains just a few of the many testimonials we have
READ OUR TESTIMONIALS