Key features of the AIM Wealth Management Service
Using cutting edge financial planning software we will work closely with you to create your financial plan to show you how to achieve your goals.
With the use of an investment platform we manage your investments in one place providing you with the online access to your portfolio.
We will use all available tax wrappers to ensure the most tax efficient use of your assets.
We will work with your accountant or solicitor to ensure a truly holistic approach to your finances.
We have a structured investment process to robustly manage the investment risk of your portfolio.
We provide an on-going relationship to make sure you are on target to meet your goals.
We will act as your agent in all communications with insurance companies and other providers to minimize the administrative burden and complexity of dealing with your financial affairs.
Key questions to consider
- Do you have a clear understanding of your financial goals?
- Are your investments producing a sufficient return to meet your goals?
- Will you be able to afford to pay for School and University fees for your children?
- When and how will you be able to repay your mortgage?
- Will your family be protected should you die?
- What happens if you lose your job or become incapacitated?
- You are planning a major lifestyle change; can you afford to do it?
- When can you afford to retire?
- How can you pass on your wealth to your family in the most tax efficient way
Achieve your financial goals
The Investment Platform is a web based facility that allows us to construct cost-efficient and consolidated investment portfolio's to enable you to take control of your investments, and make full use of all available tax wrappers.
You get a clear view of your whole investment position. No longer are you required to think in terms of individual 'products' or 'plans'. Keeping track of your entire portfolio becomes a simple task, with up to the minute portfolio valuations available online, with your own personal login.
More effective management of your assets as a single portfolio, rather than product by product.
Vastly reduced paperwork and increased efficiency means that we can focus on ensuring the correct investment strategy is in place to achieve your objectives.
To find out exactly how our Wealth Management Service will benefit you personally, please contact us today.