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Authorised and Regulated by the Financial Services Authority
Registered in England and Wales Company Registration Number 3863161
Registered Office:
45 Lower Redland Road, Redland, Bristol, BS6 6TB |
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Moneo Wealth Management provides advice on, and management of, the wealth of individuals and business entrepreneurs including ISA’s, PEP’s, Unit Trusts, Venture Capital Trusts, Onshore & Offshore Investment Bonds and Pensions assets (Company or Personal).
Wealth Management Service. When you start working with Moneo Wealth Management the process is: |
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- Discovery Meeting. The first meeting with a client, where we can establish your worries, concerns, long-term objectives, resources and how we can help you.
- Risk Profile. Discussing your risk profile and establishing how much risk you are prepared to accept to achieve your objectives.
- Asset Allocation. Based on your risk profile and current market valuations we will recommend what percentage of your assets should be help in Equities, Fixed Interest, Property and Cash. We have found that asset allocation is responsible for most of an investor's total return, so recommending the right asset allocation for you is our top priority.
- Portfolio Construction & Fund Selection. Constructing your portfolio within the most appropriate investment wrappers to maximise your investment returns and minimise your tax liabilities, ensuring the appropriate assets are held in the most tax efficient tax wrappers (ISA, PEP, Unit Trust, Investment Trust, Offshore/Onshore Investment Bond, Pension) from an Income and Capital Gains Tax perspective.
- Regular Reviews. We will review your portfolio and recommend any changes based on actual performance, changes in risk profile or changes in valuation of assets. These adjustments to rebalance your portfolio ensure our strategies stay on track with your needs. We will review portfolios at least annually, however many clients prefer to have their assets reviewed more frequently, often on a 6th monthly basis and this will be agreed in writing.
To see our review fees please go to >>costs
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