Home

About Us

Private Client Solutions

Mortgage Solutions

Corporate Solutions

Career Opportunities

I.S.M. Solutions

The Wealth Management Service is designed for clients who appreciate the financial benefit of having a team of experienced advisers actively managing their financial affairs.

This service is continuously ensuring that the wealth created so far, and future financial objectives, are invested and managed in the most effective way.

All your manageable assets, from cash in the bank to stock portfolios, will be managed in an integrated method using the latest technology to re-align the investments within the asset class model established for you.

Products within the portfolio are often considered for their ability to access the marketplace using the most tax efficient means.

As our client we will keep you aware of 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.

A high level of service is instrumental in achieving good returns. Much of this work will be unseen by our clients, as our role is to add value without adding demands on clients time.

The Wealth Management service is based upon a WRAP. A WRAP is a tool allowing us to identify and manage your assets as a complete single unit, resulting in a single strategy being applied across your portfolio, from cash to individual share portfolios.

Some of the key benefits of the WRAP are given below:

· It represents a complete picture of a client’s portfolio, i.e. their true assets and liabilities.

· It provides a comprehensive suite of systems and tools through which your personal details, goals and aspirations can be recorded, analysed and incorporated into financial plans and transactions.

· It contains a wide variety of tax wrappers through which assets can be held for the purpose of securing tax breaks.

· It allows and enables access to a comprehensive range of top fund managers, mutual funds, equities, fixed interest securities and other investment vehicles. This is referred to as Open Architecture.

· It delivers complete transparency of charging. You will see every charge applied by fund managers, WRAP operators, advisers and others involved with managing your portfolio.

Qualification

Access to the service will be limited to clients with manageable assets in excess of £150,000.

Your Service Agreement will be calculated on the assets to be managed, this will normally include all assets upon which advise will be given, your main residential property being excluded.

Phone: 020 7929 2205

Fax: 020 7623 4098

E-mail: Contact@ismsolutions.uk.com

To contact us:

Service Detail