Wealth Management
At The KAM Group, our wealth management service combines the benefits of both our financial planning and investment management expertise. Our expert wealth management consultants offer a comprehensive and personalised solution for those needing advice in both areas.
The KAM Group believes in taking a holistic approach to managing your wealth, giving you the reassurance that you’re in safe hands across all aspects of your finances.
Arrange a free initial consultation today
Our wealth management consultants have many years of experience and can provide help and sound advice in the following areas:
- Advising on the right investment strategy for you
- Helping you make the most of your tax allowances and exemptions
- Making sure you have the right balance between risk and return
- Managing your investments through different market cycles
- Adapting your portfolio as your circumstances change
- We’ll give you the time to focus on what really matters, safe in the knowledge that your money is working as hard as it should be
- Legacy planning to protect and provide for your loved ones
Our expert wealth management consultants build strong relationships with each client on a foundation of trust, and will guide you through complex financial matters with first class and confident advice.
What is wealth management?
Wealth management brings together all aspects of financial planning and investment management into one holistic service. It is a bespoke service that is designed to protect, grow, and nurture your wealth in a way that suits your individual needs.
What is the role of a wealth management consultant?
A wealth management consultants’ role is to help individuals and families plan their finances and invest their money in order to meet their financial goals. Whether you are looking to grow your money, save for retirement, structure your retirement income, or pass on assets to the next generation, our wealth managers are here to help.
Why should I have a wealth management consultant?
In an increasingly complex and fast-paced world, we can help manage your finances, freeing you from the burden of making day-to-day investment decisions. We’ll give you back time to do the things you enjoy, and the peace of mind that you’re doing the right thing with your money.
What are your fees and charges for wealth management?
Once we have understood your individual circumstances more fully, we can explain our fees in more detail. You will not be charged for initial conversations and fees will only be incurred when you have decided to work with us.
If you have any other questions, please don't hesitate to contact us
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