Individual Wealth Management

providing tailored advice on managing, sustaining and growing long term individual wealth

As Independent Financial Advisers our extensive experience allows us to understand the individual financial needs and objectives of individuals and our deep knowledge of what is possible gives us the opportunity to provide the answers to those needs.

Whether it is a one off interview or one of our regular one to one counselling meetings with employees of our corporate clients we can

Fully investigate the individual or family objectives
Ascertain attitudes to investment risk using our own unique questionnaire
Utilise our specially designed retirement planning calculator
Provide up to date investment advice and recommendations
Help to mitigate certain tax costs
Help individuals deal with changes in their own needs
Recommend investment alteration to deal with changing individual attitudes or changes in the market
Help required lifestyles to be achieved into retirement

Helping people to create and manage their wealth covers a multitude of situations and a plethora of products and investment opportunities. Our experience allows us to clearly define what an individual needs and then to recommend what they need to do.

We address the problems with which individuals and their families are faced and ensure their financial arrangements retain the flexibility needed to deal with changing circumstances. Our innovative approach, using up to date technology and web based systems, enables us to assist individuals achieve the all important balance between their needs and the solutions.

For further information and to book an appointment with one of our Wealth Management Consultants, please call us on 020 8603 1700 or email info@creativebenefits.co.uk.