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01483 771 005
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:
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.
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John and Frobisher Capital have looked after my investments for nearly 20 years. During that time, he has offered excellent advice and helped me to realise my financial goals and achieve a sound future for myself and my family. If you are looking for financial advice, you need look no further.
John has taken the burden of financial worries off my shoulders. I can relax and enjoy life, knowing my affairs are being taken care of by someone I can trust.
After all the years in which I have put my faith in you regarding my savings, I have never felt disappointed or let down and I am sure that this will be the same now. Please keep me informed as I know you will and whatever you feel is the right way forward, you are the expert so I look to you for your advice.
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.
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Frobisher Capital Ltd is authorised and regulated by the Financial Conduct Authority.
A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us you may refer it to the Financial Ombudsman Service or by contacting them on 0800 0234 567
Frobisher Capital Ltd is entered on the Financial Services Register (www.fca.org.uk/register) under reference 583211.
Registered in England and Wales under Company Number 06684698
Registered office at One Crown Square, Church Street East, Woking, Surrey. GU21 6HR
The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
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