Wealth Management

Your wealth needn’t become a worry. Together, we’ll make it work harder for you (rather than the other way around)

An approach that’s uniquely you

It’s impossible to predict the future, but you’ll probably have a clear idea of how you see your life panning out over the next few years, if not decades. And if the future you want for yourself, or those around you, comes with a pricetag, you’ll need a plan to protect and grow your wealth in order to secure it. 

An Amber River financial planner can work with you to create a wealth management strategy that reflects your short, medium and long term goals. After spending time with you to understand those goals, as well as your unique circumstances and your approach to risk, they’ll help you explore the most effective ways to:

— Protect your wealth from risks like tax, inflation or changes in your circumstances
— Grow your wealth to achieve your goals
— Pass your wealth on to others

And because Her Majesty’s Revenue and Customs (HMRC) rules when it comes to estate planning and tax are incredibly complex and can change at short notice, we can help you navigate the challenges and provide the clarity you need.

Managing your wealth

As well as helping you grow and enjoy your wealth, we’ll help you identify any potential threats to it – and create a plan that will minimise or remove those threats altogether. 

This matters because the value of investments and any income from them can go down as well as up and you may not get back the amount invested. 

The bespoke strategy we recommend might involve choosing investments that help to diversify your portfolio or reduce your exposure to inflation and tax. It will also involve planning for the unexpected in order to protect you, your family, and – if you own one – your business, from possible financial risk.

Planning for the future

We can also help you think about what will happen to your wealth after you’ve gone, so you can put plans in place for the legacy you’d like to leave behind. 

Whether it’s ensuring your money goes to the people or good causes you love, reducing the tax burden for those who inherit, or distributing your wealth responsibly, our advisers will use their extensive knowledge to create a tailored strategy.

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Small, but important print

Registration Number 03776035
Registered in England and Wales

Amber River Group Limited is not authorised to give financial advice. The financial planning businesses who are part of the Amber River Group are separately authorised businesses and therefore able to give advice.

You’ll find details of the regulated status of our firms, including FCA numbers and links to the Financial Services Register on each of the location pages in the ‘Find an adviser’ section.

The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.

The information contained within this site is subject to the UK regulatory regime and therefore targeted primarily at UK-based consumers.

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