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Wealth Management
 

Our wealth management service is aimed at our high net worth clients.

The affairs of our high net worth clients tend to be more sophisticated and may necessitate using trusts, restructuring of existing investment portfolios, dealing with issues surrounding the ownership of overseas property and many other more complex areas.

Assets tend to be spread far and wide. This invariably brings complication and the need for different types of advice and support.

We therefore look to act as a strategic advisor and ensure that every aspect of our client’s asset portfolio is planned and the existing advisor relationships and information is accurately managed.

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SL Financial Management Limited (company registration number 04302224) is an appointed representative of the TaxInvest Group Limited (company registration number 03912011) which is authorised and regulated by the Financial Services Authority. The registered office is at 2nd Floor, 38 Warren Street, London W1T 6AE.
Telephone number 020 7874 5222.
The Financial Services Authority does not regulate some types of Mortgage, Taxation, Trust Advice, General Insurance and some forms of insurance.

• Richard Stott

• Kevin Mogford
• Ian Stott
As fully independent financial advisers, we get a real satisfaction in putting together bespoke financial solutions that go beyond the brief we're given.   For example, when recently assessing the profit of a company we managed to reduce the corporation tax liability with an executive pension and saved the client £36,000.

The first written records of the use of money date from 1200 BC.   Inscriptions in stone record that "twelve shekels" were paid into the bank account belonging to a Algar Hammurabi, in return for "use of his daughter".