You’ll discover that our approach is about developing a shared understanding. Sometimes it may be an understanding of issues that you have not previously considered important or relevant.
It may be to shield you from some of the less desirable events – a large tax bill, a sudden illness, death or the breakup of a relationship or business. It certainly means that wherever possible, you want to avoid wealth-related shocks.
Either way, we will offer you guidance and clarify the decisions that will develop the protection element of your wealth management strategy.