Getting your finances in shape can help you focus on what you love. Whether it’s planning for your future, protecting your family, or adapting to life’s changes, a solid financial plan puts you in control.
To get started, consider these key questions:
- Do you have the right amount of cash set aside for a rainy day?
- Are you on track to achieve the retirement lifestyle you want?
- Would you and your family be financially secure if you could no longer work or faced a life-changing illness?
These may seem daunting questions, but our wealth managers are here to support you. We can work with you to develop a personalised financial health check that identifies any gaps in your plans and helps you take the next steps with confidence.
How we can help
Clients come to us with a variety of needs, and we tailor our advice to suit your unique goals. Some of the areas we can assist with include:
- Investing for income or growth
- Saving for retirement and pensions
- Structuring income for retirement
- Considering how inheritance tax may impact estate planning
- Financial protection for you and your family
- Adapting to a change in circumstances
- Tax-efficient investing
- Investing for children or school fee planning
- Later life care planning
Let’s make your ideas happen
At RBC Wealth Management, we put your needs first. Let us help you turn your ideas into a plan for long-term success.
Contact Heather Randall on 01672 519614 or email heather.randall@brewin.co.uk to learn more or schedule a consultation.
The value of investments can fall and you may get back less than you invested. This does not constitute tax or legal advice. Tax treatment depends on the individual circumstances of each client and may be subject to change in the future. You should always check the tax implications with an accountant or tax specialist. Information is provided only as an example and is not a recommendation to pursue a particular strategy.
RBC Brewin Dolphin is a trading name of RBC Europe Limited. RBC Europe Limited is registered in England and Wales No. 995939. Registered Address: 100 Bishopsgate, London EC2N 4AA. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority.
® / ™ Trademark(s) of Royal Bank of Canada. Used under licence.