Wealth Managements

To support the advisors, Meer Wealth Management has established a high quality support team, who are all experienced industry professionals. The team includes chartered financial planners, who are amongst the most highly qualified in the financial services industry.
Meer Wealth Management use the most up to date technology in order to deliver an excellent service to clients. Our clients will soon be given access to their personalised wealth management system, which includes excellent valuation assessments, cash-flow modelling tools and online access to reports and valuations.

Investments
We work alongside clients to formulate an investment strategy in line with their financial objectives, personal circumstances and risk profile. We then apply our expertise, experience and knowledge of the financial industry to assist clients in their investment decisions.

Portfolio Management
We provide a full portfolio management service to clients, which is supported by leading technology to ensure accurate and up to date reporting of portfolios.
We can also offer clients our ‘active portfolio’ solution, whereby we actively manage clients’ investments, using all available products, structures and fund management groups available in the market.
We generally report portfolio performance to clients quarterly,to ensure you are fully informed and confident that we react to changing market conditions promptly. We regularly consult with our clients to ensure your portfolio meets your requirements both in terms of risk management and performance.

Family and Business Protection
Protection is a key part of family and business planning. The importance of adequate insurance, which is both appropriate and on the best terms, cannot be underestimated.
We advise clients on all forms of business protection, life insurance, critical illness cover, health insurance and provision for long term care.

Pensions and Retirement Planning
We offer clients complete pensions and retirement planning advice.
For individuals, we have expertise in all pension options, including SIPPs, SSASs, stakeholder, personal and company pensions schemes, together with expertise in all pension alternatives which may form part of an overall retirement planning strategy.
For businesses, we provide a complete pension scheme management service for all forms of company pension.

Estate Planning
As well as aiming to increase wealth, we work with clients to structure their affairs and investments to protect wealth for the next generation. We have significant expertise and experience advising clients on Inheritance Tax and succession planning.

Tax Planning
Working alongside colleagues at Meer Chartered Accountants, we work with clients to reduce their exposure to Income Tax, Capital Gains Tax, Inheritance Tax and all other direct taxes by structuring clients affairs in the most tax efficient manner.