The value of investments and the income they produce can fall as well as rise. You may get back less than you invested.
Tax treatment varies according to individual circumstances and is subject to change.
Offshore Investments and Advice on cash deposits is not regulated by the Financial Conduct Authority.
Keeping track of your investments can be a headache as well as a very time consuming task. By allowing IP Wealth Management to handle your portfolio you can relax knowing that you are in safe, professional hands.
Here at IP Wealth Management we have a wealth of experience in handling and planning investments. Our experienced advisors can recommend the most suitable savings and investment opportunities for your individual situation. We deal with a wide range of clients at many different levels and stages of investment and we can offer you an individual portfolio tailored to your own specific needs.
We can analyse the performance of investment funds across the whole of the financial sector so that we can recommend the product or products most suited to your needs. Our aim is to guide you through the investment maze offering refreshing and innovative solutions.
At IP Wealth Management we always begin with a face to face appointment with one of our investment experts. This meeting is aimed at fully understanding our client's aims, aspirations and needs. We realise that investment products can seem very complicated to the layperson so we aim to spend time with our clients, fully explaining any products that we recommend. Our aim is to make our clients feel comfortable in the knowledge that they fully understand how their investment portfolio will function.
At IP Wealth Management we can also help you to maximise the tax efficiency of your investments and we will keep you up to date with any regulatory changes which may impact on your investments.
Trusts are not regulated by the Financial Conduct Authority.
Our expertise extends to all types of investments including;
- Individual Savings Accounts (Investment and Cash ISAs)
- Unit Trusts and Open Ended Investment Contracts (OEICS)
- Deposit based savings (Banks and Building Societies)
- Onshore and Offshore Investment Bonds
We can also help clients who wish to save on a regular basis in order to build up capital.
Once we have set up a portfolio of investments we will reassess the performance of your investments refining the investment strategy in order to maximise the performance of your investments. The frequency of these reviews will be agreed at the start of the contract. IP Wealth Management will outline the various types of packages we offer and any costs associated at the outset of the contract.
* We reserve the right to charge 'ad hoc' fees for various other services which may be required, but will always discuss these with you at the time
* IP Wealth Management Limited is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority.
