At Burton & Fisher, our wealth management service helps those with substantial assets and investments maintain control over their portfolio. As your wealth grows, you may find you have less time available to look after your plans, which is where our tailor-made service comes in.
Personalised Wealth Management in Lancaster from Burton & Fisher
With our “Ongoing Independent Financial Planning” service, you get a completely personalised service; your own personal adviser will be available by phone whenever you need them, and we’ll provide a regular face-to-face review, either every six months or annually to suit you.
You’ll also benefit from:
- Online access to your portfolio 24 hours a day
- Tax planning and trust advice
- Assistance with trust and personal tax returns
- Full colour portfolio performance reports
Our wealth management service in Lancaster is customised to suit you, and you can choose how you want it to be managed, with different investment styles available, including passive and active managed funds. For those with little time to spend reviewing assets, we can also offer access to discretionary investment funds; you tell us your objectives and set your risk boundaries, and the discretionary fund manager will create and maintain a portfolio to achieve your goals.
We’ll rebalance your portfolio at regular intervals to ensure that your investments are always within your chosen level of risk, making sure that your money is managed the way you want it to be. With our secure and user-friendly online portal, you’ll have access to your portfolio at any time, with up-to-date valuations of all your registered assets in one place.
Contact Us for Wealth Management in Lancaster Today
We aim to provide an exclusive, adaptable and completely individual wealth management service designed to meet your particular needs, so for more information get in touch with our Lancaster office today.
