You work hard for the money you earn; so your money should work hard for you. By managing your wealth effectively, you can plan ahead and provide yourself with a secure income for the rest of your life. Don’t leave your future to chance.
A lot of people get by without a wealth management plan, just like a lot of people get by without a personal trainer. However, the technical knowledge, support and bespoke plan a personal trainer can offer is likely to make you fitter than a DIY approach; that’s why professional athletes have teams of them. In the same way, our experience, expertise and perspective is likely to lead you to better financial decisions that help you to generate and preserve more wealth.
Some people to decide they need wealth management as set points in their life; buying a property, divorce and retirement are three that we often support with. However, wealth management can be more effective if it is done continuously. This allows us to build a long-term relationship. We’ll be ready to adapt and steer you through big events, but also there to help manage your wealth effectively in smoother cycles. From saving tax to investing effectively, we can help you to protect your income and assets.
The guiding principle of wealth management is risk aversion. By identifying and reducing risks to your planned future, we can help to protect your assets. Unidentified risks pose a far greater threat to your wealth than tax. While tax may reduce a portion of your wealth, poorly identified risks can potentially destroy it all.
Risk aversion begins with asking yourself a few key questions:
This is just the beginning, and you will likely identify other concerns. Admittedly it’s not a fun task, but working through the implications of these questions and attaching a probability to them can help clarify the issues and form the basis of your risk aversion plan.
Our service focuses on providing professional wealth management advice to help you create, build, and protect your wealth while minimising your tax liability. We develop and monitor a comprehensive wealth preservation plan, ensuring long-term success through an ongoing relationship.
Our approach is always the same, we get to know you. This means we can build trust and an understanding of your priorities and goals. Set up an initial meeting with us and find out how our family business could help you plan your future with confidence.
Wealth management is a comprehensive service that combines financial planning, investment management, and other financial services to grow and protect your wealth. At Masons, a family-run independent financial advisory with over 20 years of experience, we provide personalised advice tailored to your unique financial situation and goals.
Wealth management is crucial for securing your financial future as it helps you build and preserve your wealth, minimise tax liabilities, and protect against financial risks. Masons offers expert advice and long-term strategies to ensure your financial stability and growth.
At Masons, we take a client-first approach. We start by understanding your personal circumstances and financial goals. Our team then creates a customised wealth preservation plan, which we monitor and adjust over time to ensure it continues to meet your needs. Our goal is to build a long-term, ongoing relationship with you.
Masons offers a range of services including investment management, tax planning, retirement planning, estate planning, and risk management. Our comprehensive approach ensures that all aspects of your financial health are addressed, helping you to build, protect, and maximise your wealth.
Effective wealth management includes strategic tax planning to minimise your tax liability. Masons’ advisors are experts in identifying opportunities for tax savings through investments, pensions, and other financial strategies, ensuring you keep more of your hard-earned money.
Yes, Masons can help protect your assets from care costs. Our wealth management plans include strategies to safeguard your wealth against potential future expenses, such as residential care, ensuring that your assets are preserved for you and your heirs.
At Masons, we prioritise the security of your investments through thorough research and risk assessment. Our team of experienced advisors continually monitors market conditions and adjusts your investment portfolio to mitigate risks and maximise returns, ensuring your financial goals are met.
Masons stands out due to our family-run, client-focused approach. With over 20 years of experience and full UK qualifications, we provide personalised and trustworthy advice. Our commitment to building long-term relationships and putting clients first sets us apart in the wealth management industry.