Everyone has varying needs and priorities at different points in their lives, whether personally or business related. Equally, your needs and goals are likely to change over time. Walter Dawson private wealth management advisors are here to help review your existing financial circumstances and provide an assessment of your likely needs. We offer an initial meeting at our expense to help understand your priorities and establish whether you have an advice requirement and services that may benefit you.

As Independent Financial Advisors WDS Wealth Management Ltd can advise on financial products available from all companies

We Offer:

  • Free initial consultation
  • Assess your goals and objectives
  • Risk profiling
  • Cash flow modelling (where appropriate)
  • Solutions for Life Assurance, Income Protection, Business and Share Protection
  • Savings/Investment solutions
  • Assessment of existing pension arrangements or new pension recommendations
  • Post-retirement financial planning
  • Estate Planning
  • Client portal facility

Benefits:

  • Ensure plans are on track to meet future objectives
  • Establish the correct level of risk and your capacity for loss to ensure any investments are appropriate to your current and future needs.
  • Incorporating cash flow models within our advice process to demonstrate how your plans/investments can support your future requirements
  • Helps you plan for the future and establish if your objectives can be met
  • Ensure available tax reliefs are utilised to help minimise tax liabilities
  • Identify essential risks (i.e. the impact of serious illness/death) and provide guidance on how suitable products can reduce these risks
  • Help you establish what you need to save, how much you would need in retirement
  • Assistance with the complexities of retirement planning and help to formulate plans to meet your later life needs, giving you peace of mind
  • Guidance on solutions to help minimise Inheritance Tax liability
  • Offering clients a one-stop portal to view all investments online, providing security and ease of administration

Walter Dawson Wealth Management is authorised and regulated by the Financial Conduct Authority. Firm Ref No: 112543

Take advantage and book
a FREE consultation now!

Our friendly team can discuss in detail
your business and accountancy needs with absolutely no obligation


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