As we put your personal finance plan into place, we can develop an overall strategy and comprehensive plan for your savings, investments and pensions to manage, protect and grow your wealth in the long term.
AE Thomson Ltd works with you to complete a full analysis of your current financial situation and lifestyle goals. We take into account your attitude to risk, your previous knowledge and experience to determine what type of investor you are, timescales and set clear financial plans that are reviewed regularly to give you complete peace of mind throughout life’s ups and downs.
This can be from ensuring you have money tucked away that you can easily access “for a rainy day”, to pay for life’s big events such as getting married or getting a deposit together for a house. Looking at Investments over the longer term with a higher risk strategy can make your money work harder for you to produce either growth or income. You may have received inherited capital, proceeds from maturing life policies, bonuses, dividends, or other monies that need careful reinvestment.
We also monitor tax changes and legislation and any changes in financial products available on the market so that your Wealth Management plan always has the best solution to suit your requirements.
All our clients are individuals, with different circumstances and requirements. One size does not fit all and with our Wealth Management service, you can be assured that your financial matters will be treated with confidentiality and expert professionalism.
Whether you are new to investments or want to re-evaluate your existing portfolio, we work with you to develop a personal investment portfolio that reflects your financial goals.
AE Thomson Ltd can offer you different levels of ongoing service to help provide peace of mind and ensure that investments continue to meet your objectives. It is highly recommended that an individual’s investment affairs are kept under review in these ever-changing market and economic conditions.
Please be aware that investment values can fall as well as rise and past performance is not necessarily a guide to future performance.
