Wealth Management

What is Wealth Management?

Wealth management is an investment advisory service that combines other financial services to address the needs of clients. Wealth management is a consultative process where the financial advisors obtain information about clients needs and create a tailored strategy using appropriate products and services.

Bespoke Portfolio Service

Our bespoke portfolio service is perfect for those investors who entrust us with the day-to-day management of their portfolios. Under discretion, your investment manager can react quickly to market situations, making decisions to trade if necessary. portfolios are constantly monitored to ensure that the asset allocation is kept within the agreed risk profile and that tax allowances are suitably utilised.

Drawing on the knowledge and expertise of the research team which creates the model portfolios, a more bespoke portfolio offers the potential for a greater reward at an increased level of risk. This may be suitable for investors who currently hold shares and perhaps have significant inbuilt capital gains or who require a more diversified portfolio of investments. 

Our portfolios are most suited to long-term investors who are seeking to achieve a consistent return from the market. They can be designed to focus on providing either capital growth, income or a balance of the two. To proved diversification, the portfolios are constructed by using a range of different asset classes across a number of sectors and geographical regions. 

Exceptional client service

As an investor in our Bespoke Portfolio Service, you will receive quarterly valuations. You will also have the opportunity to view your portfolio online via the platform provider's link through our advisors. Furthermore, we also offer through the platform provider, an end-of-year tax pack which details the movements on your portfolio throughout the year, including dividend and interest information as well as your capital gains liability.

We ensure that you are kept up-to-date with market and economic news by providing weekly bulletins, published by our management team. 

Most importantly, we believe in delivering value to our clients which means that our fees are amongst the most competitive in the market and will be clearly explained to you by your financial adviser or investment manager. 

REGULATORY STATUS OF THE SERVICES/ ADVICE

Inchmead Financial Services Limited is a joint venture with Beaufort Financial (Wokingham) Limited, who are authorised representatives of Beaufort Asset Management Limited, which is authorised by the Financial Conduct Authority, FRN: 564038.

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Tel: 0118 969 7884

61-63 Crockhamwell Road, Woodley, Reading, RG5 3JP

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