Wealth Management
We treat your money as if it were our own
So you can be absolutely sure we’ll do our best by it. Our wealth management service is individually tailored to your own set of circumstances and needs. We’ll discover your attitude to risk and make best use of current legislation to come up with a strategy that helps fulfill your investment goals.
Our Six Step Financial Planning Process helps us to understand your current situation, objectives and attitude towards investment risk. We then work with you to develop your own personal Financial Plan, which we will monitor and review on an ongoing basis.
We can provide our clients with a Wealth Management Solution which includes;
- A range of tax wrappers (products) to maximise tax efficiency across your entire holdings
- Access to our suite of diversified risk-based asset allocation portfolios
- Consolidated reporting, delivered at agreed time intervals
Independent financial advice is provided by Henderson Loggie Financial Services Limited which is a wholly owned subsidiary of Henderson Loggie Chartered Accountants. Henderson Loggie Financial Services is authorised and regulated by the Financial Services Authority.
