How we can help You

We are experienced in helping people think through the issues and opportunities that affect them to create financial plans and investment portfolios which meet their personal and professional ambitions and aspirations.

Working with WWM gives our clients the confidence that comes from a better understanding of their financial position, what their options are and a plan to help them get to where they want to be that will respond to changes in their circumstances and financial markets.

Investing for income:

With interest rates at an historic low generating a reliable income from your savings and investments has become increasingly challenging since the global financial crisis.

Achieving an income calls for a broader range of income-producing investments. These could include shares, unit trusts and other investment funds, government and corporate bonds, and assets such as property.

Selecting and monitoring the right mix of investments may involve more time than you are able or willing to devote, or you may prefer to entrust managing your wealth to a professional. This is why our clients delegate responsibility for the day-to-day management of their investments to us.

As wealth managers, investing our clients’ money to provide a reliable income over the long term is one of our core skills. We will tailor an investment strategy for you that will take account of how often you need to receive income as well as the level of risk you are prepared to tolerate.

The new freedoms for accessing pensions have created many more opportunities to generate an income in retirement. We can help you maximise your income while preserving your wealth for a long and comfortable retirement.

No investment is suitable in all cases and if you have any doubts as to an investment's suitability then you should contact us.

Investing for growth:

You may be looking to grow the long-term value of your wealth to provide an income later in life or to pass on to future generations.

We can structure a portfolio for you that balances investment potential with an appropriate level of risk. Growing the value of your portfolio, keeping ahead of inflation and managing the ups and downs of stock markets involves blending a range of investments from around the world.

A core part of your portfolio will be shares, including those paying dividend income, which can be reinvested for further growth. We will also spread risk by including bonds and other investments such as commercial property.

Investing for a goal

From funding children’s education to meeting the costs of care in later life – we know that many of our clients need to cover significant financial liabilities. We can factor capital withdrawals into your investment strategy, tailoring it to suit your needs, both now and in the future.

School and university fees:

Paying for a child or grandchild’s education is a sizeable commitment. Fees for independent and public schools have more than trebled since 2005, and continue to rise above inflation. Over an education of 14 years, the total cost of day school is nearly Rs 30,00,000/-.We can help you develop an investment plan that provides financial support on a one-off or regular basis for your children’s or grandchildren’s school and university costs.

Later life planning:

As many of us lead healthier, wealthier lives, it is easy to underestimate the cost of future care. Many misjudge both the fees and the period of time over which care needs to be funded. As part of our commitment to foreseeing all of your future cash flow needs, we will make sure that additional costs in later life are factored in to your investment plan.

The information contained on this page is believed to be reliable and accurate, but without further investigation cannot be warranted as to accuracy or completeness.