This caters for clients with pensions and investments in excess of £100,000 who want regular contact and advice from one of our advisers. This service offers a range of investment solutions that can match your specific requirements whether you are in the growth phase and building your investments towards retirement or are starting to take income from your investments when you have reached retirement.
Your adviser will ascertain your risk profile and will recommend a style of investing that’s compatible with your requirements. It will include regular reviews of the portfolio, regular newsletters and at least one annual meeting with your adviser (depending on the size of portfolio).
SWP Wealth is our most popular and most comprehensive financial management service. It is the culmination of years of experience, research, expertise and market insight. Our approach is to draw on our status as Independent Financial Advisers and offer you a wide range of service options, working together with you to find the service package which best suits your individual circumstances and requirements.
Our relationship with MPA Financial Management which enables us to source the greatest possible investment solutions, and utilising the best systems and funds, we can offer you a truly world-class service. Flexibility is at the heart of SWP Wealth. We understand that every client’s requirements are unique, and this service allows our financial advisers to build bespoke investment plans for our clients or recommend utilising Model Active or Model Passive portfolio strategies. SWP Wealth’s range of investment solutions outstrips that offered by most other independent financial advisers.
The level of participation you take in your account with us is completely up to you. For hands-on participation, you can be instrumental in the building and management of your portfolio, aided by our expert financial advisers and using our WRAP management service. More “hands-off” clients may be happy to allow us to manage their investments but will be invited to regular reviews and be given progress reports with their SWP Financial Adviser.