Manage, grow, build and protect your wealth with specialist Chartered financial planner advice.
In a constantly changing pensions and investment environment, you need to carefully consider spreading investment risk, managing a balanced portfolio and think about taxation issues and implications both for personal and corporate finances.
Are you planning to make any major changes to your investments in 2017? Following a year of political changes, a BREXIT vote and yet more changing legislation, we take a look at the economic outlook for investors in our 2017 Investment Outlook.
When it comes to planning and managing your income it is important to know what you actually want to achieve and how much risk and volatility you are willing to tolerate.
We can work with you to meet your indiviual goals and aspirations. We will take time to understand your current financial position, income needs, future hopes and priorities and your feelings about risking capital and any investment criteria you have. We will create an integrated and co-ordinated approach to managing your wealth.
Cosgrove Brown Wealth Management Swansea work closely with Discretionary Fund Managers (DFMs) for assets in excess of £500k and work for you with specialist professionals such as solicitors, accountants and care providers to give advice and support on issues such as sucession planning, long term care and power of attorney.
We provide specialist wealth management advice on:
- Investment Bonds and Offshore Bonds
- Investment Trusts and unit Trusts
- Portfolio Planning
Read more in our Guide to Investment Matters