Wealth Management for Families, Trusts & Charities
As a Chartered Firm, our advisers hold some of the highest level of financial planning qualifications and together with nearly 40 years’ wealth management experience, Salisbury FS is well positioned to deliver the best outcomes for our clients.
Learn more about how we can support you, now and in your future
Our service begins with a comprehensive review of your existing financial arrangements and your immediate and longer-term objectives. We carefully consider your financial plan, balancing tax efficiency, quality and cost, whilst selecting investments that are appropriate to your needs.
Product providers and fund managers undergo a rigorous screening process before they can be considered an appropriate recommendation for our clients. Included within our criteria is financial strength, consistency and value for money.
Our investment committee meets regularly to re-assess our investment strategy, considering performance, value for money and market outlook. This helps ensure that that our recommended investment strategy reflects our view on current and future market outlook.
Salisbury FS offer clients a range of ongoing services, tailored to your needs.
We consider an ongoing service to be a fundamental part of your ongoing financial plan. Change is an inevitable part of life, and your financial plan needs to adapt to changing tax legislation, market outlook, geo-political events and importantly, changes in your own world. At Salisbury FS, we are proud to offer our clients direct access to their adviser all year round, so when life changes course, we can re-evaluate and adjust your financial plan as soon as possible.
“At a difficult time in my life I have greatly appreciated not only Tom Beckett's professional knowledge and technical skill but also his human understanding, patience and willingness to 'go above and beyond' in terms of effort and time in order to help me.”
SY (Pensions on Divorce)
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