Foster Denovo|My wealth|Manage and protect your wealth

Building your future on a strong base

When you decide to work with a Senior Partner from our Private Wealth team, you’ll find them to be disciplined, collaborative and visionary.

We will focus on four key areas to help you design the future you want:

1. Build a bespoke plan for you using cash-flow modelling to map your ambitions

What would your future look like if you stopped working earlier than planned? When would be the best time to move home? Can you afford to pass money on to your children now, or would it be best to wait? Cash-flow modelling is an instant, interactive tool that will give you an insight into a range of potential futures. Clients can try out different options and timelines to see the effect they would have on your future, and then make informed choices.

2. Create and review your financial plan

Once the decisions have been agreed through cash-flow modelling it is important that all aspects of your financial planning are reviewed to make sure they will help to achieve your financial goals. We will look at the use of tax wrappers to make sure that your portfolio is as tax efficient as possible.

3. Help you manage your money

We will work with you to understand the optimum level of return needed from your investments. When we understand this we can work together with you to make sure we select investments that meet your specific, financial objectives.

4. Protect your bloodline and plan your estate

Families are more complex than ever before. So when planning your estate, we’ll consider your family tree. We’ll look for opportunities to minimise your inheritance tax liability and protect gifts to your children and grandchildren. We will also consider the use of trusts and Wills.

Over 95% of our clients come to us through personal recommendation. Read what they have to say about working with us.

To find out more visit our Private Wealth page or contact us to see how we can help you.

The Financial Conduct Authority does not regulate taxation and trust advice. The value of your investment can go down as well as up and you may not get back the full amount invested.


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