Managing your wealth requires professional advice and consideration...
Growing, managing and preserving wealth is at the heart of this new division. Wealth management is a practice that in its broadest sense combines holistic personal investment management, financial advisory and planning disciplines directly for the benefit of high-net-worth clients, business owners and families. Urban & Rural have created such a service for the benefit of our clients, with a free initial review of your complete financial position to determine your potential future path.
The Urban & Rural Wealth Management Service specialises in long term wealth management, ensuring financial plans and strategies adapt in line with changes in priorities or life events. Using our forward looking approach to wealth management we will identify your financial goals and aspirations, then provide an ongoing service which guides you towards reaching those goals.
Whether you are a property owner with long term aspirations, a landlord with one or more properties, a tenant with savings and investments, a first time buyer looking at their options or have funds to invest from another source our advisors would be delighted to meet with you.