Wealth Management

The majority of financial plans involve an investment of some kind. We advise individuals, companies and trusts on the most appropriate investment strategies.

We believe that diversification will significantly reduce risk and we promote the use of both actively managed and index-tracking investment mandates.

The most suitable investment approach will depend on your priorities, time horizons, experience, attitude to and tolerance for risk, and capacity for loss.

Therefore, we use a robust process to underpin all investment recommendations and to monitor their progress towards meeting the agreed objectives:

Wealth management review

 

We will take into consideration your other investments and assets to ensure a consistent approach that maximises your tax allowances and exemptions.

Our team provides advice on all regulated investment vehicles including:

  • ISAs
  • GIAs
  • Bonds
  • Tax-efficient investments

Financial advice is provided by Moore Kingston Smith Financial Advisers Limited, an appointed representative of Best Practice IFA Group Ltd which is authorised and regulated by the Financial Conduct Authority (FCA). The FCA does not regulate some forms of buy to lets, commercial mortgages, tax advice, wills, trusts or certain offshore investments.

Lead Contact

David Painter

Chartered Financial Planner and Director
+44 (0)20 7566 3729
Email: David Painter

Meet our team
Contact us

Explore more below

Lead Contact

David Painter

Chartered Financial Planner and Director
+44 (0)20 7566 3729
Email: David Painter

Meet our team
Contact us