Innes Reid Investments Limited

 

Wealth Management

We responded to our clients' changing financial needs and developed our Wealth Management service, a single view of your investment portfolio which offers an innovative approach to financial planning and advice.

Given the pace of change in today's financial marketplace, there are more investment opportunities than ever before. With so many choices it's of vital importance that you have the right advisers in place to look after you and your financial future.

What does the Innes Reid Wealth Management Service do for you?

The Innes Reid Wealth Management Service is designed to make your money work harder, look after your needs better and make life easier for you by:

• maximising the tax efficiency of your portfolio (please remember though that tax relief may be altered and its value depends on your circumstances)
• securing a better deal for you by accessing discounted rates for annual management charges on arange of investment funds
• helping you to achieve your investment potential, and ensuring you're in the best position to maintain it on anongoing basis
• helping you to manage change effectively
• providing answers, when you need them, to the questions you most want to ask – how much is my portfolio worth? how well is my portfolio performing? what do I need to do next?

Monitoring your personal portfolio has never been easier.

Quick Links

• Investments
• Inheritance tax planning
• Pension planning
• Mortgages
• Retirement planning
• Employee benefits
• Income & life protection
• Business protection
• Equity release
• Recruitment

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