Wealth Management for Families, Trusts & Charities
With a wide range of products and investments available in the market, our independence, combined with rigorous due diligence, ensures only the highest quality solutions are considered for you.
Our recommended providers undergo continuous and rigorous assessment to ensure that they delver the best outcomes for our clients.
Our carefully selected investments benefit from decades of our market experience with a focus on consistency, quality and value for money.
Making full use of your tax-exempt allowances each year is key to preserving your wealth. Our strategies are designed with tax efficiency in mind.
Our proactive service to you is all year round, not once a year, and we constantly monitor markets and changes in legislation.
Our tailor-made financial plans are designed with tax efficiency in mind. We aim to make full use of your personal income, capital gains, ISA and pension annual allowances to make your strategy as tax efficient as possible.
Aside from annual tax exemptions, we also advise on longer-term tax planning, such as inheritance tax though the use of Business Property Relief and Trusts. This is a complex area of planning, but our experienced and highly qualified advisers can help clients navigate the various solutions available, to tailoring what is most appropriate, based on your needs.
Investment performance is an important aspect of your overall planning and Salisbury FS adopts a rigorous approach to investment selection.
Whether you deem yourself a cautious investor, or you are prepared to take more risk, our advice process evaluates how much risk you actually need to take in order to realistically meet your immediate and future needs.
Salisbury FS will create an investment strategy that balances a level of investment risk that you are comfortable with, based on decades of our own investing experience. Investment portfolios are continually monitored and appraised in an ever changing world, are where we feel a change in direction could be beneficial, we will communicate this at the time, so you can be assured that your investment strategy remains appropriate, both today and in the future.
The value of investments can go down as well as up. Past performance is no guarantee of future performance.
“We are committed to delivering an outstanding level of advice, support and ongoing service to our clients. Salisbury FS recognises each client as an individual, with their own needs and preferences, hence our ongoing services are tailored to the needs of each client. We also recognise that our clients rely on us to look ahead for them. Our proactive service ensures that we keep our clients informed of the need to make changes ahead of time. Proactive, not reactive.”
Tom Beckett, Managing Director - Salisbury FS
If you would like an adviser to contact you to discuss your requirements, please complete your details, the nature of your enquiry and one of our advisers will be in touch you with shortly.
