Wealth Management

Wealth management advisers

You have a pot of money and now you need to try to secure it as well as build on it. It calls for qualified guidance from an expert team and that's where our advisers at Parklands Financial Advisers in Lowestoft can help. We also help clients in Woodbridge, King's Lynn, Cambridge and elsewhere across East Anglia. Contact us today.

What is wealth management?


Wealth, just like your health, must be carefully preserved. Your assets need to be protected against the potential threats of erosion by taxation, the effects of inflation and investment risks.


Whatever your level of wealth, there is nothing wrong in making the decision to prepare a risk aversion strategy. Risk aversion is a reasonable and prudent strategy for anyone who is sure that they already have ample assets to provide for themselves and their family into the future.


There are plenty of ways of preserving wealth in real terms and protecting it against most of the uncertainties that may threaten it, thereby allowing you to sleep at night. But the unidentified risks are a far greater threat to your wealth than tax. While tax may threaten a proportion of your wealth, poorly-identified risks can destroy it all.


Risk aversion starts with asking oneself a few questions such as:


  • Is my job secure?
  • What happens if my employer goes bust?
  • How secure are my investments?
  • What happens if a company I have invested in collapses or is unable to meet its obligations?
  • Is my occupational pension safe?
  • What happens if an elderly relative has to go into residential care?
  • What happens if I divorce?
  • Do I have enough insurance?


This is just a start and you will no doubt identify others. It may not be the most motivational task but if you work through the implications of your questions and attach a probability to them, it can help clarify the issues and form the basis of your risk aversion plan.


Our service is all about helping you with professional wealth management advice to create, build and protect your wealth and minimise your tax liability. It will be the basis of a wealth preservation plan which we will develop and monitor as part of a long-term, ongoing relationship.

Need tax assistance?
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CONSULTATION

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EXPERT ADVICE

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SUSTAINABLE SOLUTION

Please note


TAX TREATMENT IS BASED ON INDIVIDUAL CIRCUMSTANCES AND MAY BE SUBJECT TO CHANGE IN THE FUTURE.


TAX PLANNING IS NOT REGULATED BY THE FINANCIAL CONDUCT AUTHORITY.


INFORMATION IS BASED ON OUR CURRENT UNDERSTANDING OF TAXATION LEGISLATION AND REGULATIONS. ANY LEVELS AND BASES OF, AND RELIEFS FROM TAXATION, ARE SUBJECT TO CHANGE.


THE VALUE OF INVESTMENTS AND INCOME FROM THEM MAY GO DOWN. YOU MAY NOT GET BACK THE ORIGINAL AMOUNT INVESTED.

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Help protect your wealth with guidance from our financial experts. Complete the form provided or call


LOWESTOFT- 01502 531 633

WOODBRIDGE - 01394 332 733

Kings-Lynn - 01553 770 090 

Long Stratton - 01508 448 085 

Norwich - 01603 858 580

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