Wealth Management

Effective and rewarding wealth management can help you to maximise your existing holdings and increase your ability to profit from future strategies as well. No matter how much you currently have in assets, or what you do for a living or where you happen to be based, the team at David Colquhoun Wealth Management can help you.

We use an in-depth holistic approach to managing our clients’ wealth, bringing together a number of disciplines, including investment advice, estate planning, accounting services, planning for retirement years, tax guidance and so much more. Having access to the bigger picture puts us in a unique position to provide all the help and support you need to make the most of what you have. Our services are then based on a specialised approach that’s tailored specifically to your needs.

Here at DJC Wealth Management, we strongly believe in mutual trust, and as a result of our attention to detail we’ve established long-standing relationships with clients from all walks of life. As well as providing support for today, we keep tabs on what’s going to happen tomorrow, enabling us to advise accordingly on changes in laws and regulations. This can help you make the most of new opportunities as well as avoid any potential problems along the way.

In recent times, we’ve seen many of our clients develop an interest in ethical investments, and we’re always happy to discuss such matters with them. There are several highly worthwhile causes that can be helped in this way, including greener energy initiatives, improved industrial relations, increased community awareness, cleaner water sources, less intensive farming and fairer access to affordable pharmaceuticals. If these and other initiatives are of interest to you when investing, our team will be happy to facilitate them. It’s extremely important to us for our clients to have the opportunity to use their money to invest in programmes that are in line with their personal moral standpoints if they so wish.

We can help with complex taxation issues, including those relating to multiple properties and businesses based in several countries around the globe. We have an extremely skilled, experienced and knowledgeable team of specialists and we work alongside a number of highly qualified and thoroughly trusted partners to create and manage an effective portfolio of wealth management services. As the world of personal and commercial finance becomes ever more complex, you’ll be able to relax with the peace of mind that comes from knowing all of your needs are taken care of thanks to products and services from DJC Wealth Management.

The most important factor in any new relationship between wealth managers and clients is the need to understand the client’s current situation, their wants and needs for both now and in the future, their current assets and their access to future incomes such as pensions. We work diligently to understand every aspect of these and more, in order to build an effective strategy to best manage your wealth the way you’d like. We’re proud of what we’ve achieved with others, and we’d love the opportunity to do the same for you.

All you have to do is call our friendly team today on 07449 632 927 for an informal chat. However you see your present and however you want the future to be, we can provide the groundwork for stability and the springboard to increasing success. We hope to hear from you very soon.

*The Financial Conduct Authority do not regulate tax planning.

*Tax treatment varies according to individual circumstance and is subject to change.