WealthBeing provides independent, professional support on the personal affairs of high net worth individuals.
We work alongside our clients’ existing accountants and advisors to provide insight and advice that ensures clients are kept up to the minute on changes in their personal wealth, therefore maximising their investment opportunities.
The service is entirely bespoke and can include regular financial reports, comprising tracking investments and monitoring interest rates. In addition, our advice can extend to independent tax advice and assistance with domicile status, pension planning and trust accounts. The structure of the service is agreed on an individual basis depending on the needs and situation of each client.
This service is not regulated by the Financial Services Authority (FSA); should regulated investment advice be required, then we can refer clients to FSA regulated financial planning experts.
To understand how this service can work, please read our
case study based on an existing client.