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I.S.M. Solutions

Wealth Creation Service

Our main focus will be to enhance your wealth.

One of our goals is to increase your wealth sufficiently for you to be able to qualify for our Wealth Protection Management Service.

The Wealth Creation Service is designed to provide the core services required by clients who appreciate the financial benefit of having a team of experienced advisers actively managing their financial affairs. In order to ensure that you maximise the value from your income, it is important to ensure that once invested it is managed in the most efficient way.

A portfolio should be actively managed as it can have a positive effect on your standard of living and future security. The choice of investment vehicle employed by the management portfolio is paramount.

Finally, it is essential that you are kept aware of the current tax and fiscal rules as well as any impending changes. Using tax breaks to the maximum as well as protecting against negative rule changes ensures that you enjoy the benefit of your profits.

Much of our service will be largely unseen by our clients, as our role is to add value without adding demands on your time.

Qualification

Access to the service will be limited to clients who are Higher Rate tax payers or clients with manageable assets between £50,000 and £150,000.

Your manageable assets will usually include cash deposits, investments and investment property. Your main residence would normally be excluded.

Wealth Creation

Phone: 020 7929 2205

Fax: 020 7623 4098

E-mail: Contact@ismsolutions.uk.com

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