We will help you to maintain your wealth.
Once you have achieved positive returns from your investments and you have built up your funds with considerable capital, you may need help in managing it. The more money you have, the more choices you have with what to do with it. Accumulating wealth is not the same as holding on to it or deciding how best to use it, and you will probably need to make adjustments to your long-term investment strategy as you get closer to achieving your financial independence.
We can help you to decide whether to make more investments or to put it all into a safe retirement plan, we can help you with your estate planning in order for you to secure a financial legacy for your loved ones, we can guide you through the myriad of offshore options available to you, and we can offer accounting assistance and tax advice. We will help to ensure that the profits that you make through your investments with us help you to achieve your goals.
Let us help you to manage your wealth.
For further information and independent advice, please contact one of our Whitmore advisors.