Wealth Management Service
A relatively new concept Mantle & Partners have introduced is the Wealth Management Service. This is an online service that allows management of your entire portfolio of investments and pensions from one web page regardless of which products these investments are held in. A portfolio of funds is matched to your risk profile and reviewed on a regular basis utilising analytical fund software by the leading financial data company, Financial Express, as well as fund research from analysts, Sesame Limited. A review report is then prepared at least annually with our revised fund recommendations or simply to rebalance the funds into the correct asset split.
Through the platform that we use to support our service, we can access investment funds of all shapes, sizes and asset types, along with a wide variety of tax efficient product “wrappers” to invest them in depending on your overall tax planning needs.
With the Wealth Management Service, all of these can be viewed in one place and managed simply and effectively as part of one overall plan to meet your financial goals and objectives.
Our service is designed to make your money work harder, look after your needs better and make life easier for you by:
· Maximising the tax efficiency of your portfolio
· Producing review reports for you with fund change recommendations, if applicable
· Helping you to achieve your investment potential, and ensuring you are in the best position to maintain it on an ongoing basis
· Providing answers when you need them to the questions you most want to ask – How much is my portfolio worth? How well is my portfolio performing? What do I need to do next?
To visit the Wealth Management Site click here : http://www.mantleifa.wrapadviser.co.uk (please note that by clicking on this link you will be leaving the regulated site of Mantle & Partners Ltd).
If you believe this service could be beneficial to you, please contact Clive Shaw on 020 8394 0954 (clives@mantleifa.com), who can provide you with more information.