Wealth management

Helping you make the most of your assets

At Albert Goodman, your wealth is our concern. We assist you to acquire it, and grow it. We help you enjoy it, and protect it. And, at the end of the day, we help you to pass it on.

Whatever your circumstances, we help identify, quantify and prioritise your objectives. By putting ourselves in your shoes, we develop a financial planning strategy to maximise and manage your wealth, now and into the future.

Our specialists will advise you how to:

• Structure your wealth in a way that minimises the impact of tax and charges
• React to changing circumstances, such as new taxes or legislation, volatile investment markets, inflation, and changes in your personal life
• Diversify your assets to create an optimal risk return profile
• Strike an appropriate balance between liquidity, investment risk and return, costs and charges, tax efficiency and flexibility
• Protect and pass on your wealth, including by way of trusts and insurance

Our approach

Our wealth management services are led by partners and directors who work within Albert Goodman Chartered Financial Planners. Our flexible approach means that, when it comes to investment advice:

• We can act as your investment advisers
• We can delegate portfolio construction and investment management to one of our external investment partners
• We can work alongside an investment manager of your choice
• Where other professional advisers are involved in the management of your financial affairs, we work closely with them to ensure that our services are coordinated