Related Topics
Request a Call Back
Introduction to Wealth Management
Sigma Wealth Partners are based in Wolverhampton, and we provide wealth management advice to clients throughout Staffordshire. Our wealth management advisers will help you to manage and protect your wealth and minimise your tax liability. We will develop a wealth preservation plan, bespoke to you and continue to monitor this for you.
What Is Wealth Management?
Wealth, just like your health, must be carefully preserved. Your assets need to be protected against the potential threats of erosion by taxation, the effects of inflation and investment risks.
Whatever your level of wealth, there is nothing wrong in making the decision to prepare a risk aversion strategy. Risk aversion is a reasonable and prudent strategy for anyone who is sure that they already have ample assets to provide for themselves and their family into the future.
There are plenty of ways of preserving wealth in real terms, protecting against most of the uncertainties that may threaten it and allowing you to sleep at night, but the unidentified risks are a far greater threat to your wealth than tax. While tax may threaten a proportion of your wealth, poorly-identified risks can destroy it all.
Risk aversion starts with asking oneself a few questions such as:
- Is my job secure?
- What happens if my employer goes bust?
- How secure are my investments?
- What happens if a company I have invested in collapses or is unable to meet its obligations?
- Is my occupational pension safe?
- What happens if an elderly relative has to go into residential care?
- What happens if I divorce?
- Do I have enough insurance?
This is just a start and you will no doubt identify others. It may not be the most motivational task but if you work through the implications of your questions and attach a probability to them, it can help clarify the issues and will form the basis of your risk aversion plan.
Our service is all about helping you with professional wealth management advice to create, build and protect your wealth and minimise your tax liability in a wealth preservation plan which we will develop and monitor over a long-term, on-going relationship.
TAX TREATMENT IS BASED ON INDIVIDUAL CIRCUMSTANCES AND MAY BE SUBJECT TO CHANGE IN THE FUTURE.
TAX PLANNING IS NOT REGULATED BY THE FINANCIAL CONDUCT AUTHORITY.
INFORMATION IS BASED ON OUR CURRENT UNDERSTANDING OF TAXATION LEGISLATION AND REGULATIONS. ANY LEVELS AND BASES OF, AND RELIEFS FROM TAXATION, ARE SUBJECT TO CHANGE.
THE VALUE OF INVESTMENTS AND INCOME FROM THEM MAY GO DOWN. YOU MAY NOT GET BACK THE ORIGINAL AMOUNT INVESTED.
Please contact our team for independent wealth management advice. Our wealth management team will develop a plan that best suits your needs and requirements and addresses your most important concerns and aspirations.
Other Areas Of Expertise
-
Wealth Management
Wealth, just like your health, must be carefully preserved. Your assets need to be protected against the potential threats of erosion by taxation,
... Read more -
Taxation
Most of us face being taxed on our income, our capital gains, and in some circumstances the value of our estate when we die.
... Read more -
Savings & Investments
Often, people save for a specific reason and it's usually the safest way to build up a pot of money. It’s less risky than investing, but it offers limited
... Read more
-
-
Pensions
When you retire you still need food and shelter as an absolute minimum, but of course you will want to maintain the lifestyle to which you have
... Read more -
Life Assurance
The main purpose of Life Assurance is to provide money for those people who may depend on you financially, in the event that something
... Read more
-
Client Agreements
Subscribe to Our Newsletter
Contact Details
Sigma Wealth Partners
9 Showell Lane
Wolverhampton
Staffordshire
WV4 4TZ
Phone : 01902 324 537
The guidance provided within this website is subject to the uk regulatory regime and is therefore primarily targeted at consumers based in the UK.
Sigma Wealth Partners is Authorised and Regulated by the Financial Conduct Authority.
Sigma Wealth Partners is entered on the Financial Services Register (www.fca.org.uk/register) under reference: 720230
Complaints
If you wish to register a complaint, please contact us either in writing at: Sigma Wealth Partners, 9 Showell Lane, Wolverhampton, Staffordshire, WV4 4TZ or by phone 07984 405344.
A summary of our internal complaints handling procedures is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 023 4567.
Registered address same as company address.
Registered in England under reference: 09670800
Sigma Wealth Partners is a Limited Company.