Wealth Management is a financial services term used to assist clients with financial planning by setting goals and objectives that can sustain and grow wealth not just but now but for future life. From investment funds, later life lending to pensions, and estate/tax planning, our team is able to give expert confidential jargon-free advice.
Our team believes that wealth management is not a one-off process and it is a relationship built on trust as well as time, attention, and expert knowledge. We all have different priorities at all stages throughout life, so as you become a client of Meller Braggins Wealth Management you will build a personal relationship with our specialists, who will focus on what matters most for you. Developing your wealth strategy takes time and is built around your personal circumstances, your investment timeframes, and your financial goals.
Our aim is to
- Understand your needs and requirements giving sound advice on your investments, pensions, tax planning, and estate planning.
- Devising a strategy that fits with your financial situation and your personal goals.
- Finding the right products that are tailored to you and implementing them.
- Ensuring everything still matches your circumstances by having ongoing reviews and advice.
As well as our team of experienced estate agency management specialists we have our expert specialists based within our wealth management department.
Chris has worked in the financial services industry for the past 15 years helping many clients with their financial journey to secure a better future. Giving holistic advice in all aspects of financial planning, investments, pensions, Inheritance Tax planning, and expert knowledge of equity release/lifetime mortgages.
Chris understands that financial needs change on a regular basis and everyone’s challenges to be financially secure is different. An experienced communicator giving fair advice allowing for any change in circumstances or strategy.
Chris’s expertise in portfolio management, and later life lending helping his clients’ to become finally secure.
Paul has worked in the financial services sector for over 30 years and carries a Financial Planning certification as well as a Regulated Financial Planning Diploma. Paul enjoys working closely with his clients, getting to know their end goal, and building a long-term relationship which helps to remove uncertainty giving clear advice in an ever-changing financial market.
An experienced and regulated specialist known to his colleagues as ‘Pension Paul’ Paul is a consistent and expert adviser, who will look after your values and assets.
Keeping in touch
Over the next monthly newsletters, we will be featuring newsworthy articles in relation to Pension Funds, Investments, and more. We know the future cannot be predicted but it can be looked after.
Both Chris and Paul are experts in their field and look forward to hearing from you with any queries you may.