Wealth Management

I had worked extremely hard to build my wealth over the years. My wife and I were just retired and had a number of existing investments scattered in different places along with other retirement policies. We had no real structure and had arranged some inheritance tax planning but it was all very untidy. My accountant recommended I speak to Clover Wealth Management.

We met with Tim at our initial meeting, he took time to understand all of the dynamics of the situation, getting to grips with existing trusts, investments, retirement plans and above all what was important to us. We talked at length over a number of meetings. We realised that the risks we were taking were now too high for our needs and they recommended a more cautious approach which would better protect our capital we had worked hard to create.

We were really pleased with the time and effort and professionalism of Clover Wealth Management who explained in plain English what they recommended and why. They prepared a financial strategy to create the right combination of diversification, income and growth. By tapping into this cash flow, we could meet our projected costs without eating any further into our capital. Furthermore, we were able to review the estate planning for our children and Clover Wealth continues to liaise with our solicitor in London.

This has enabled us to feel fully in control of our circumstances, have a clear picture of our assets and have a joined up logical approach to our financial planning. We now enjoy our retirement knowing our financial affairs are in safe hands.

Our clients value our discretion. For confidentiality reasons, some of the information in this case study has been changed.