Our Wealth Management Service will consider all of your assets; Pensions, Savings and Investments, as well as your liabilities, for example your Mortgage. We will as a matter of course utilise Taxation and Trust strategies.
All of these components work together to formulate the most efficient strategy to deliver on your financial objectives.
The fundamentals of your personalised financial strategy will always be available to you on our client portal “Wealth Platform” which provides a consolidated view of your wealth and gives you instant access to your information, securely, at any time, on any device.
To go to CASHFLOW PLANNING Click here
As a Wealth Management Client you will always receive regular and updated communications by way of our regular Newsletters ‘Insight’ and regular financial planning reviews.
Our latest online newsletter can be downloaded HERE
Knowing how we improved some of our existing clients financial lifestyles may help you understand what we can achieve for you: -
In transferring my pension from a final salary scheme to a SIPP, Douglas helped me make the most important investment decision of my life. His approach was thorough and objective and we quickly built a trusting relationship. There was never any pressure to proceed with the pension transfer, it was more about discussing the pros and cons so that I could make an informed decision that was right for me and my family. Douglas is very approachable and I have no hesitation in contacting him about any aspect of my financial affairs. In fact he is currently working with my wife to review and upgrade her Employee Benefits package.
"Meeting Douglas was a breath of fresh air after fruitlessly dealing with one of the biggest London based investment houses for over 12 months. Douglas made all the necessary arrangements in double quick time, moreover he made suggestions at the outset that the previous firm hadn’t even considered which benefited us hugely.
Douglas has been our contact from the outset. We have regular face to face meetings during which we review the portfolio's performance and alternatives are discussed to make our plans a reality. We genuinely enjoy the meetings which are pitched just right! The ongoing holistic advice has covered both the macro and the micro which together have made a significant difference to our family's financial well-being.
We appreciate the ability to review the portfolio's performance daily via Wealth Platform. The level of detail can be as little or as much as you choose to view. All ongoing charges are completely transparent on the platform.
Wealth Professional is a small friendly team that is a pleasure to work with and who quickly respond to requests. In summary I would have no hesitation in recommending them ."
I looked at a number of financial advisory firms before I settled on Wealth Professional, which was recommended by a colleague. As well as an objective review, personal interaction was a key factor for me; after all, this is going to be a long term relationship and I wanted to be comfortable with the personal relationship too. No fears there as Douglas Mitchell and I swiftly established a rapport and he remains firmly my trusted adviser. That trust was well earned; in the initial stages, we agreed milestones to reflect and consider actions and opportunities with Douglas regularly testing my appetite for risk. His review of my financial affairs bordered on forensic and he took time to consider my immediate and future needs. Post investment phase we meet regularly to make sure that my investment goals are met. I would have no hesitation in recommending Douglas and Wealth Professional CFP.
