Our Services

Personal Wealth Planning

Head of service Grant Johnston

Head of service:

Grant Johnston

PWP@wjm.co.uk

the service:
Do your advisers talk to each other?

To meet your objectives in life, you need a combination of legal, financial and tax advice. But, unless all pieces of your life jigsaw fit together, your objectives will not be met. 

All too often, we meet people who have a number of advisers. Frequently, those advisers simply don’t talk to each other. Their lack of communication can result in conflicting advice or you having to assemble the jigsaw of their advice yourself. That can be difficult when each adviser may have a different set of outcomes in mind, when giving their advice!

It’s a clumsy and time consuming model that means you might not get the best advice for your unique personal circumstances.

Making the jigsaw fit together before speaking to you is the cornerstone of WJM’s client centric approach to Personal Wealth Planning (PWP). We look at the whole picture – tax, legal and financial – then give you a single point of contact who co-ordinates all our advice – before we speak to you. Our advice puts the jigsaw together through taking account of all your personal circumstances. 

Our services include:

  • Single point of contact
  • Annual financial planning meeting
  • Preparation of your Tax Return and calculation of your tax liability
  • Bi-annual valuations of investments
  • Checking HMRC coding notices
  • Optional safe custody service (with annual report)
  • Optional nominee service
  • Ongoing financial advice
  • Ongoing tax advice, including Inheritance Tax planning
  • Quarterly newsletter
  • Fixed fees

how we’re different:
We view PWP as a means to help our clients meet their financial goals.  Personal Wealth Planning is much more than simply completing a client’s tax return of advising them where to invest their money.  PWP is about interacting with our clients regularly and building up client relationships over time. 

By offering a fixed fee service, clients are secure in the knowledge that they can seek advice without building up unexpected costs leaving both the client and adviser able to focus on the most important issue – how to manage your wealth properly.

why WJM?
WJM’s ethos of positioning the firm to best suit you is the backbone of our client relationship.  We passionately believe that for our business to flourish, our clients must thrive under our guidance.

Within the firm we have a number of accredited experts in their respective fields but all of whom share one vision – to be the best at what we do and for our clients.

Download our Personal Wealth Planning Leaflet

contact us:

PWP@wjm.co.uk

 

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