Generally speaking, our wealth management service is for clients with over £250,000 in investable assets. We do offer other financial planning services for those who want to make the most of their capital but don’t have liquid assets to invest at this moment.
Our wealth management system has been designed to ensure you get the most from your investment. That means holding your wealth in the most tax-efficient environment and putting into place a plan for your legacy.
Our approach is to work with you to understand your goals, and then we’ll perform annual reviews with you every year to make sure we’re meeting those goals.
At LG Embrey we treat every customer the same, we genuinely enjoy helping people make the most of their finances. We offer a service that we’d want to experience; that means you’ll always speak with a highly personable, helpful and experienced wealth manager.