Wealth Management

Why use us?

We are owned by staff and management and as such, we are not beholden to any parent company or financial institution.

We are in business to serve our clients first and foremost and any strategy or product recommended will be chosen as it is in our client’s best interest, not because it pays any commission or incentives.

We are very transparent and open and we work collectively with our clients to develop strategies and recommendations that suit our clients and help them achieve their financial objectives at a reasonable and fair cost.

We draw on a wealth of experience within our team. The directors and advisers of Abbotts Wealth Management are very well qualified and have decades of experience in advising and guiding clients.

Our Philosophy

Generating, managing, preserving and passing on your personal wealth is a complex and difficult job that requires a huge personal effort and enormous passion and dedication.

We expect you to be very good at what you are good at and we expect you to demand of us the same specialist expertise, passion and effort when we do what we are very good at doing.

Generating wealth often starts very early in life for those with the focus on their future and the challenges of protecting yourself and your family from financial harm stays with us to the end. Managing your wealth needs over your cycle of life requires the formation of a long, close and trusting relationship with your advisor.

We strive to provide substantial positive value to your financial life and we expect you to be comfortable about employing our services and paying us a fair fee for fulfilling our role in your life.

Our Roles

Our role is to be a specialist advisor to help you take advantage of the opportunities that you create during your financial lifecycle and avoid the pitfalls that accompany those opportunities and life in general. Most people can be an expert at a number of things and also be very skilful at a lot of other things, but no one can be an expert of everything.

We see ourselves as fulfilling three broad roles in assisting you with your wealth management as follows;

• Wealth Creation
• Wealth Preservation
• Wealth Transfer

Our team provides you with the expertise in the areas of wealth management that it is not practical or economical for you to personally develop yourself.

Generating wealth, protecting and preserving that wealth, using your accumulated wealth to provide for you and your family’s needs in retirement and eventually passing your wealth onto your family and dependents requires specialist expertise, some of which we can provide as a member of your team along the way.
Our Services

We provide a vast array of services that help you manage your wealth which broadly fall into the following categories:

WHAT WE DO
Establish Your Wealth Strategy
Execute Your Wealth Strategy
Maintain your Wealth strategy

HOW WE DO IT
Strategies and Structures
Investments Strategies and Financial Products