Introduction to Wealth Management

Home / Services / Wealth Management / Introduction to Wea...

Body

What Is Wealth Management?

Wealth, just like your health, must be carefully preserved. Your assets need to be protected against the potential threats of erosion by taxation, the effects of inflation and investment risks.

Whatever your level of wealth, there is nothing wrong in deciding to prepare a risk aversion strategy. Risk aversion is a reasonable and prudent strategy for anyone sure that they already have ample assets to provide for themselves and their family in the future.

There are plenty of ways of preserving wealth in real terms, protecting against most of the uncertainties that may threaten it and allowing you to sleep at night, but the unidentified risks are a far greater threat to your wealth than tax. While tax may threaten a proportion of your wealth, poorly identified risks can destroy it all.

Risk aversion starts with asking oneself a few questions such as:

  1. Is my job secure?
  2. What happens if my employer goes bust?
  3. How secure are my investments?
  4. What happens if a company I have invested in collapses or is unable to meet its obligations?
  5. Is my occupational pension safe?
  6. What happens if an elderly relative has to go into residential care?
  7. What happens if I divorce?
  8. Do I have enough insurance?

This is just a start and you will no doubt identify others. It may not be the most motivational task but if you work through the implications of your questions and attach a probability to them, it can help clarify the issues and will form the basis of your risk aversion plan.
Our service is all about helping you with professional wealth management advice to create, build and protect your wealth and minimise your tax liability in a wealth preservation plan which we will develop and monitor over a long-term, ongoing relationship.

Warning Text

icon

THE VALUE OF PENSIONS AND INVESTMENTS AND THE INCOME THEY PRODUCE CAN FALL AS WELL AS RISE. YOU MAY GET BACK LESS THAN YOU INVESTED.
TAX TREATMENT VARIES ACCORDING TO INDIVIDUAL CIRCUMSTANCES AND IS SUBJECT TO CHANGE.
THE FINANCIAL CONDUCT AUTHORITY DOES NOT REGULATE ADVICE ON ESTATE PLANNING.
THE FINANCIAL CONDUCT AUTHORITY DOES NOT REGULATE SOME FORMS OF TAXATION.

Other Areas of Expertise

Related Links

Request a call back

John M

I have always had great service and…

I have always had great service and response to any questions regarding my investments. Regular communication from my financial advisor.
 

Mark G

I’ve been a customer of Warwick Road…

I’ve been a customer of Warwick Road financial services for about 3-4 years.
Quite simply a joy to deal with.

Matt Beard knows his stuff and organised various pensions, simplified them and i now know exactly what i have and what i need to do going forward.
Jethro Seaton is really the star of the show though (Sorry Matt!). A totally organised , conscientious and professional fella. Always gets the job done. Communication excellent , accurate and prompt. Top guy. Whatever you need , Jethro delivers.
Would , without doubt , recommend this company.

Mark W

First Class Professional Advice

I have known Matt for over 25 years. Dealing with your personal finances is extremely important and can be complex, therefore for me I need honest, objective, straightforward and clear advice. I find Matt to be a thoroughly genuine, professional and knowledgeable person and he has been a great help to me. I would thoroughly recommend him and his company to anyone.

Ian H

Gerald in a word

Gerald in a word my experience is base on Gerald our adviser. he has been clear, helpful and informative
My finances are in good hands I feel

Hazel H

Trustworthy and knowledgeable Financial services

It's always a daunting prospect dealing with your finances and hoping you make the right decisions for your future, however I knew I was in good hands with Warwick Road, Matt was very attentive and explained things really well, you have the flexibility in the amount of risk you take and you are able to state your aims and Matt will find a plan to suit your needs.

A very professional, trustworthy and knowledgeable company to deal with.
I have no hesitation in recommending their services.

Content Page - CTA block

Need something specific? Get in touch today

  • Privacy Notice

     

    Beard and Coles Financial Planning, Gold Financial Services, Inspire Financial Partners, White Eagle Finance, Robinson Sharpe Financial Planning, Cathedral City Financial Services, Hoare Jacques Financial Planning, Market Wide and The Partnership Southampton are trading styles of Warwick Road Financial Services Ltd an appointed representative of Quilter Financial Services Limited which are authorised and regulated by the Financial Conduct Authority.

    Warwick Road Financial Services Ltd registered address: Office 5, The Forest Rock Offices Leicester Road, Whitwick, Coalville, Leicestershire, United Kingdom, LE67 5GQ. Registered in England and Wales No. 09303523.

    The guidance and/or Information contained within this website is subject to the UK Regulatory Regime and is therefore targeted at consumers in the UK.

    Approver Quilter Financial Services Limited 26/02/2026

Copyright © WEBPRO all Rights Reserved · Website design and development by WEBPRO Adviser

cross
cross
cross