3rd February 2022

Our Guide to Managing & Maximising Your Wealth

There has never been a better time to take control of your financial future than today. Building wealth for the future is important, but increasingly people want their finances to do more than make money. Many investors today want to quantify the impact their holdings have on society and the environment. Good financial and lifestyle planning, along with open and regular discussion with the important people in your life, should help ensure you’re able to make the most of your money, meet your current needs and long-term goals, and negotiate any unexpected future life events.

Although everyone’s circumstances are different and there is no one-size-fits-all approach to financial well-being, by understanding what you want to achieve, how much investment risk you are comfortable with, your relationships, lifestyle and all the other personal factors that make each of us different, we will create an investment strategy that is individual to you. When growing your wealth, it’s essential to look at the big picture. Your wealth should work in all the ways you want it to. This means looking at what your wealth is now and what it might be. Our approach is to work with you to create a strategy for your investments that match your needs, and we’ll do whatever it takes to keep your investment portfolio running smoothly.

No matter where you are in your life or where your finances are at, we are here to help you understand the options available to allow you to make more informed financial decisions to create a more secure future for yourself, your family and your world.

TO READ OR DOWNLOAD OUR FULL GUIDE PLEASE CLICK HERE

Call us today on 01473 408422 or email ifa@wmibl.co.uk and we can advise you through the process to ensure you are making informed decisions and able to maximise the potential from your investments/finances.

Friars House, 2 Falcon Street, Ipswich, Suffolk, IP1 1SL


Woodward Markwell Insurance Brokers Limited is authorised and regulated by the Financial Conduct Authority (FCA). You can confirm this by visiting the FCA website www.fca.org.uk/register. The firm’s reference number is 146449.
Our registered address is: Friars House, 2 Falcon Street, Ipswich, IP1 1SL. Registered in England No. 2492078