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RMS Wealth Management
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Seven
We assess all of the available information,
creating a highly detailed, personalised
financial plan based around your
own attitude to and requirement for
investment risk. We use advanced cash
flow modelling software to help you
visualise your financial future and also
look at a number of
‘what if’
scenarios to
really help bring your plan to life.
Once your plan has been put in place, it’s
important to make sure it stays on track.
We regularly review your investments
to ensure the agreed asset allocation is
maintained, rebalancing the portfolio as
necessary. We will also meet on a regular
basis in order to keep your plan in line
with any changes in circumstances.
Whether you’re looking to take financial
advice for the first time or are simply
looking for an alternative perspective
to that provided by your traditional
IFA or private bank, we’d be delighted
to hear from you. To arrange an
informal discussion about your existing
circumstances and plans for the future
please get in touch.
Wealth management services we
provide include the following:
•
Lifestyle financial planning
•
Lifetime cash flow forecasting
•
Retirement planning
•
Inheritance tax & family wealth planning
•
Trust and estate planning
•
Investment management
•
Risk monitoring
•
Protection
•
Wills and lasting powers of attorney
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