“A coherent strategy to manage your overall wealth”
Ewing Associates’ clients benefit from expertise in wealth management, through comprehensive investment planning.
Many people start savings plans, pensions and other investments, but few will take the time to build a coherent strategy to manage their overall wealth. Ewing Associates’ Wealth Management Planning aims to do just this.
Each individual’s circumstances are different. We will assess the financial risks to help protect your wealth, we can plan your estate and offer a first class lifestyle planning service to help you live the life you want.
Wealth Management Planning
A Wealth Management Plan will identify realistic goals and provide the course of action for you to help achieve those goals effectively. The plan will look at your current financial status, including existing savings, investments, pensions, business interests and other policies and identify your financial targets and lifestyle ambitions.
Once a thorough financial analysis is completed, Ewing Associates will work with you to develop a comprehensive Wealth Management Plan, uniquely tailored to each client to unify their overall financial strategy. The plan will set short and long term objectives, take into account acceptable levels of risk and set clear targets to enable progress to be monitored.
Plans that grow with you
Life doesn’t always go ‘as planned’.
When your lifestyle changes and/or your priorities and ambitions alter, Ewing Associates’ will reassess your Wealth Management Plan to refocus the strategy according to your revised goals. Similarly, when tax legislation changes and financial products become available or cease, it’s prudent to review your Wealth Management Plan to ensure that it evolves with your life.
Ewing Associate will work regularly with you to safeguard and build your wealth portfolio.
For more information or to arrange a meeting with one of our advisers, contact us.