Wealth Management
2
When it comes to effective financial planning you need a realistic, sustainable financial plan. At Arthur J. Gallagher we take time to understand our clients’ needs, aspirations and concerns, developing each individual a personal plan to secure their financial future and make sense of their personal circumstances as they stand today. Arthur J. Gallagher will help you see the bigger picture – and ensure it stays in focus. Thinking about your future Our advice provides a unique roadmap to achieving your objectives. Our expert wealth management advisers will guide you with clear advice that is easy to understand, including: Pension Funding and Retirement Planning: putting your pension to work when you finish work Estate Planning: securing a valuable legacy for your loved ones, not the tax man Protection Advice: safeguarding what’s important to you Tax Planning: making efficient use of your tax allowances Fee Planning: meeting the costs of school, university and long-term care Investment Advice: stewarding your investments to protect, optimise and grow wealth Cash Flow Analysis: planning ahead for the things that really matter Business Continuity: keeping you in business by protecting key persons, partners and shareholders and managing corporate cash To trust and be trusted From your day-to-day dealings with us to the quality of professional advice you receive, our intent is to ensure your experience with Arthur J. Gallagher is unrivalled: • We ensure your plan is realistic and sustainable. We incorporate life planning analysis into our advice, which helps you understand the likelihood of achieving your goals and when you can expect to meet them • We communicate clearly. We are passionate about delivering client excellence through a comprehensive range of expertise, delivered with an empathetic and personal touch • We understand you are unique. Unlike many wealth managers we do not dictate how your money is invested. We are investment agnostic, meaning we will consider the myriad investment styles available and recommend a strategy that is right for you Your future in focus WEALTH MANAGEMENT
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Transcript of Wealth Management
When it comes to effective financial planning you need a realistic, sustainable financial plan. At Arthur J. Gallagher we take time to understand our clients’ needs, aspirations and concerns, developing each individual a personal plan to secure their financial future and make sense of their personal circumstances as they stand today.
Arthur J. Gallagher will help you see the bigger picture – and ensure it stays in focus.
Thinking about your future
Our advice provides a unique roadmap to achieving your objectives. Our expert wealth management advisers will guide you with clear advice that is easy to understand, including:
Pension Funding and Retirement Planning: putting your pension to work when you finish work
Estate Planning: securing a valuable legacy for your loved ones, not the tax man
Protection Advice: safeguarding what’s important to you
Tax Planning: making efficient use of your tax allowances
Fee Planning: meeting the costs of school, university and long-term care
Investment Advice: stewarding your investments to protect, optimise and grow wealth
Cash Flow Analysis: planning ahead for the things that really matter
Business Continuity: keeping you in business by protecting key persons, partners and shareholders and managing corporate cash
To trust and be trusted
From your day-to-day dealings with us to the quality of professional advice you receive, our intent is to ensure your experience with Arthur J. Gallagher is unrivalled:
• We ensure your plan is realistic and sustainable. We incorporate life planning analysis into our advice, which helps you understand the likelihood of achieving your goals and when you can expect to meet them
• We communicate clearly. We are passionate about delivering client excellence through a comprehensive range of expertise, delivered with an empathetic and personal touch
• We understand you are unique. Unlike many wealth managers we do not dictate how your money is invested. We are investment agnostic, meaning we will consider the myriad investment styles available and recommend a strategy that is right for you
Your future in focus
WEALTH MANAGEMENT
About Arthur J. GallagherEstablished in 1927, Arthur J. Gallagher is a secure, growing global organisation operating in over 150 countries with some 22,000 employees. We have a well-established, growing presence throughout the United Kingdom supported by highly qualified financial professionals dedicated to the delivery of effective personal wealth management.
What do our clients say?
“Since I have been using the services of Arthur J. Gallagher, I have found them helpful and approachable, whilst being professional.I have always felt that the interests of my financial affairs have been appropriately tailored to meet changing circumstances.”
Arthur J. Gallagher (Employee Benefits) and Arthur J. Gallagher (Wealth Management) are trading names of Gallagher Risk & Reward Limited, which is authorised and regulated by the Financial Conduct Authority. Not all business carried out by the company is regulated. Registered Office: The Walbrook Building, 25 Walbrook, London EC4N 8AW. Registered in England and Wales. Company Number: 3265272.
Our service
Arthur J. Gallagher is authorised and regulated by the Financial Conduct Authority and provides a restricted advice service for retail clients. This means that we will offer you objective, professional advice based on an impartial market review. However, we may not offer advice on all retail investment products.
WEALTH MANAGEMENT
Avril SimonsPrivate Client
+44 (0)20 7204 8990 www.gallaghereb.com [email protected] @ajgbenefits
Alternatively, contact:
As one of the largest risk management organisations in the world, our skills and experience in financial services naturally lend themselves to the careful stewardship of your financial wellbeing and personal wealth.
To learn more please contact us using the details below.
