Wealth Management
SERVICES

Wealth Management

Key Service Areas: Financial Planning | Savings & Investments | Family Protection | Income Protection | Pensions | Retirement Planning | Estate Planning | General Taxation | Tax Planning | Investments | Saving

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.

Do I need a wealth management plan?

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.

Risk aversion

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:

  • 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 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.

What do Masons do?

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.

Frequently asked questions

Wealth Management SERVICES

We offer a wide range of specialists financial solutions

At Masons, we have experience and expertise, and offer many financial solutions to meet your goals

Contact Our Wealth Management Team

Please use the form below to contact one of our wealth management team with your enquiry