We have done this to provide the full spectrum of financial advice to our existing Revell Turner & Wass clients and welcome new clients looking to address their wealth needs.
As we’ve got older so have our clients, in turn their financial needs have changed from borrowing money to saving, planning for retirement and inheritance tax planning.
We accepted the invitation of St James’s Place Partnership to become a Partner Practice of St James’s Place Wealth Management. They are one of the UK’s leading Wealth Management organisations, a FTSE 100 company and provide access to some of the world’s leading fund managers. In addition to this you will have the peace of mind provided by the St James’s Place guarantee.
RTW Wealth Management Ltd. can help in the following areas:
Investment Planning; Investing for income, Growth & Income portfolio’s, ISA’s, Junior ISA’s, discretionary fund management, investment bonds, unit trusts and offshore investments.
Retirement Planning; Pensions, pension transfers, maximizing your pension, Retirement planning, annuities, self-invested pension plan
Protecting You & Your Estate; Inheritance, intergenerational wealth management, Gifts, Later life planning, long term care
For more information and an introduction to RTW Wealth Management please contact us.