Savings & Investment
Whether you have a substantial capital sum, a regular premium to invest or just want to save for a rainy day – we can help. At Wotton Wealth management we have a range of solutions to satisfy every need. We will take the time to understand your situation and advise you as to how you can best meet your objectives. We will spend time understanding your objectives and reasons for investing, determine your
personal ‘Attitude to Risk’ and also perform an overall review of your affairs which will help us to ensure that your money is invested in the right funds and asset classes. All of our investment solutions are bespoke and tailored to your individual needs.
We utilise the expertise of an investment committee who work closely with independent investment analysts Morningstar and Square Mile to ensure high quality fund selection for our clients. Investments funds are continually monitored on a variety of relevant indicators, and Morningstar and Square Mile review funds on a
regular basis and report their findings to the investment committee to ensure the funds remain appropriate.
The value of pension and investments can fall as well as rise. You may get back less than you invested.
Transferring out of a final salary pension is unlikely to be in the best interests of most people.
The Financial Conduct Authority does not regulate on Estate Planning.
Your home may be repossessed if you do not keep up repayments on your mortgage.
The value of your investments and any income from them may go down as well as up and you may not get back the amount originally invested.