Wealth Management

We offer a high-level professional service that combines financial and investment advice, accounting and tax services, retirement planning and estate planning.

At Gilbert Stephens Financial Services Limited we feel wealth management is more than just investment advice, as it can encompass all parts of a person’s financial life.  The idea is that rather than trying to integrate pieces of advice and various products, clients benefit more from a holistic approach in which our Independent Financial Advisers coordinate all the services needed to manage your money and plan for your family’s current and future needs.

Our Independent Financial Advisers start by developing a bespoke plan that will maintain and increase a client’s wealth based on that individual’s financial situation, goals and attitude to investment risk.  After the plan is developed our Advisers, as part of the ongoing service we provide, will meet regularly with clients to update goals and objectives, review the financial/investment portfolio and investigate whether additional services are required.

Please get in touch

E-mail: ku.oc1506001627.sfsn1506001627ehpet1506001627streb1506001627lig@s1506001627f1506001627 or contact one of our team.