Lievesley Wolff Financial Services CC Services

Services

1

Complete Holistic and unbiased financial planning which ensures your risk profile is assessed and all the investments made match your risk profile.
2

We advise and assist with setting personal financial objectives and ensure that the product and risk taken up match your personal financial objectives.
3

We provide the complete financial plan, including insurance and investments.
4

We provide detailed and updated reports to clients annually which accurately reflect their current state of financial affairs.
5

We annually review the clients portfolio and advise on the performance achieved, with an overview of the current market and economic conditions.
6

We assist with and process investment portfolio switches, withdrawals and additions.
7

We constantly monitor the individual performance of the investment funds selected in the clients portfolio and report back on this annually.
8

We attend all investment company report backs at external locations to ensure we are up to date with the latest view on the markets and economies, plus the latest changes to the investment funds.
9

We discuss asset class allocation in our clients’ portfolios annually and suggest or advise on changes we deem appropriate.
10

We assist and advise in drafting of wills for clients and ensure at annual reviews these are constantly up to date and relevant.
11

We provide estate planning to ensure that clients are aware of any estate duties and taxes for pay outs on death, plus we assist in the planning methods to reduce client’s estate duty.
12

We ensure that all products invested into by our clients are as tax efficient as possible, and that portfolio tax planning is constantly effected. This includes advising on procedures to reduce clients existing tax liabilities.
13

We also provide for the completion and submission of provisional and annual tax returns.

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Our strategy is simple: to create a financial plan that helps you achieve your full potential.

Lievesley Wolff Financial Services CC Is An Independent Financial Services Provider

Services

Complete Holistic and unbiased financial planning which ensures your risk profile is assessed and all the investments made match your risk profile.

We advise and assist with setting personal financial objectives and ensure that the product and risk taken up match your personal financial objectives.

We provide the complete financial plan, including insurance and investments.

We provide detailed and updated reports to clients annually which accurately reflect their current state of financial affairs.

We annually review the clients portfolio and advise on the performance achieved, with an overview of the current market and economic conditions.

We assist with and process investment portfolio switches, withdrawals and additions.

We constantly monitor the individual performance of the investment funds selected in the clients portfolio and report back on this annually.

We attend all investment company report backs at external locations to ensure we are up to date with the latest view on the markets and economies, plus the latest changes to the investment funds.

We discuss asset class allocation in our clients’ portfolios annually and suggest or advise on changes we deem appropriate.

We assist and advise in drafting of wills for clients and ensure at annual reviews these are constantly up to date and relevant.

We provide estate planning to ensure that clients are aware of any estate duties and taxes for pay outs on death, plus we assist in the planning methods to reduce client’s estate duty.

We ensure that all products invested into by our clients are as tax efficient as possible, and that portfolio tax planning is constantly effected. This includes advising on procedures to reduce clients existing tax liabilities.

We also provide for the completion and submission of provisional and annual tax returns.

Call Us For Assistance

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