Wealth Management

Given what is happening in the world economy and investment markets, like everybody else, you are probably worried about your current and long term financial position; from your pensions to savings, mortgage to life insurance, and school fees to buying the new car.

Do you take your personal investment planning seriously? Do you have a strategy? Have you got a disaster plan to help your dependants if you should die or be incapacitated suddenly?

Here at Rabjohns we take every aspect of our clients' financial circumstances very seriously. Doug Robshaw, who heads our Wealth Management team, holds the Financial Planning Certificate, the qualification recognised and highly valued throughout the Financial Services industry as essential in giving investment advice.

Like a Financial Adviser, Doug is able to review your individual circumstances and let you know how your current provisions tie in with your goals and objectives. This may look at the cost of your current investments, how they are performing and what their anticipated values are likely to be. This is a generic review of your arrangements to see if you are on the right track and to look at some alternatives that may be open to you.

However, unlike a Financial Adviser, we have no vested interest in selling you a specific product, as we do not write investment business ourselves. We work purely on a fee basis with no hidden extras or commissions. We will always ensure that any Adviser we do refer you to will give you the best deal at a sensible cost. We manage the process for you and see it as part of our long term relationship with you.

And, unlike a Financial Adviser, Doug is a personal tax expert, with over 25 years experience, so we will make sure your personal investments are tax efficient as well.

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