Wealth Planning
At Investment Managers Square Limited, we offer a comprehensive wealth planning service that complements our investment expertise. These services make sure you receive coordinated and personalised wealth management so we can help you achieve your financial goals.
Everyone’s circumstances and priorities are unique. Our understanding of you is key to building a long term financial strategy that works for you and your family, can adapt to change and maximises the opportunities available.
These solutions can range from simply holding assets within a self-invested personal pension (SIPP) to reducing the impact of tax and securing long-term family capital through the use of trusts and investment companies. The right approach for you will depend upon your needs and objectives. Our wealth planners will guide you through the options available to make sure you are maximising your returns by being tax-aware while aligning with your attitude to risk.
info@investmentmanagersquare.com
Company Number: 08760939
Registered Office Address
3rd Floor 62 Threadneedle Street,
London, United Kingdom, EC2R 8HP