Private Wealth Management

Private wealth management is the management of investment portfolios, financial planning and other financial services for individuals, not companies, organisations, trusts or other client groups. If you want help in planning a bright financial future, Endeavour Financial Planning are experts in private wealth management, so contact us today for a free, no obligation conversation about how we can help you.

What does a private wealth manager do?

A private wealth manager starts by taking an in depth look at all your assets. A wealth manager is interested in understanding what type of person you are, your lifestyle and your financial aspirations. The wealth manager will need to know what level of investment risk you are prepared to take. Working with you, he or she will formulate your financial short-term, medium-term and long-term goals.

The wealth manager will then prepare a plan that includes financial products that satisfy all the client’s financial goals, and grow the client’s wealth.

A wealth manager is a financial expert who has access to a wide range of investment products. He or she is skilled in matching clients to the most suitable financial investments.

A tailored service

Every client of Endeavour Financial Planning is a unique individual, which means that there is no one wealth strategy that is suitable for everyone. The skill of our wealth managers is to create a tailor-made investment package to match each client’s needs, goals and lifestyle.

The Wirral includes some of the wealthiest areas in the country, but it’s always important to remain financially astute. A private wealth manager is regulated to make sure that they act in a responsible and professional manner at all times.

As well as managing your present wealth, a wealth manager can help you prepare for retirement, making sure that you have adequate pension savings to ensure a financially comfortable life once you finish your working days.

A wealth manager will also look at insurance, including life insurance and insurance cover in case of illness or accident.

Private wealth management services last beyond the client’s life. After all, you need the peace of mind in knowing that your estate will be planned so that your wealth is passed onto your dependants as smoothly as possible.

A private wealth management service continues after the initial setting up of the financial plan. A wealth manager is available at all times for help and advice.

Whether you are a wealthy individual, an entrepreneur or acting on behalf of an individual, contact Endeavour Financial Planning today to discover how we can help you look after your wealth in the most effective way.

Trusts advice is not regulated by the Financial Conduct Authority.

Contact us about Private Wealth Management

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