Everybody’s idea of “wealth” differs, so let’s not concern ourselves with minimum investment amounts here – the main thing is managing your money in areas you feel comfortable with. This is extremely important. Unidentified risks, for example, are often more of a threat to your investments than tax. In our wealth management service we will carefully assess these risks and help you consider:
- How secure are my present investments?
- Do my investments reflect my attitude to risk?
Wealth management is all about planning and strategy, and there’s a wide range of things we’ll consider to ensure you receive the best possible advice. We ensure that any such plan reflects your financial goals and your attitude to investment risk.
We will also work closely with you and your other professional advisers such as your accountant and solicitor. The benefit of this to you is that everybody involved will be pulling in the same direction, resulting in a close relationship with CDG that you will truly value.
If you’d like to find out more about managing your money with CDG, please call us on (0115) 977 1155 for your free, no obligation review, or send us a message using our contact page.