Wealth Management and Investment Advice

wealth management surrey investment adviceWhat We Do

Surrey Wealth Management specialists combining pension, tax, legal and investment advice with financial planning and wealth management in one integrated service. Two hands-on owner directors work closely with Clients in Surrey and beyond to design, implement and manage highly personalised wealth management strategies, which are continuously revised to reflect changing needs and circumstances.

Client assets are consolidated and managed on our Wealth Management Platform offering an unrestricted universe of investments and tax wrappers. Clients have online access to their Accounts, and to some unique investment, tax and trust based wealth management solutions. We bind all the above features together with down-to-earth investment advice and intensive personal attention to create desired outcomes.

Working Together

We provide as much investment advice and guidance as Clients wish. Our success is founded on common sense and method, not mystique and magic dust. Capital preservation, steady growth and risk control are our key priorities. We work in partnership with Clients toward achieving their goals by assisting them to maintain vital structure, balance, diversification and discipline in all economic conditions.

Our close working relationships with Clients optimise the effectiveness of individual wealth management strategies. Daily monitoring and ad-hoc and formal Wealth Management Reviews are supplemented by weekly Bulletins updating Clients with essential investment advice and news. Our site archive is updated with all Bulletins to serve as a permanent record of the quality and accuracy of our investment advice.

How We Are Paid

Reporting and set-up fees may apply at outset. Thereafter all wealth management and investment advice services are covered by all-inclusive annual fees deducted from Accounts linked to assets under advice, offset by heavily discounted investment costs. We aim to more than repay our fees via tax efficiency, cost savings, constant monitoring, structural and investment advice, knowhow, and sheer experience.

Our Clients are our business - so we have aligned our success 100% with theirs to reflect this. Our Clients (mostly in Surrey, but aided by modern communications we act for folk all round the world) know that any measures we suggest are self evidently designed to enhance their wealth, because ours is determined solely by theirs. No model more clearly and obviously places Clients' interests first.

Key Benefits Ltd is authorised and regulated by the Financial Services Authority (FSA)

Recent Client Bulletins

  • Post Thumbnail No interest in the USA
    For our (financial planning) moment of the week we cross not the channel, but the Atlantic. The US this week announced interest rates would be held at the current 0-0.25% until the end of 2014. No big deal, you might think – but the ramifications are profound.  [...]...
  • Post Thumbnail Gilts – Edgy Securities
    We are yet again ignoring economic developments in favour of taking another look under the bonnet of what drives your asset planning. The topic is dry, but lies at the very core of our collective material wellbeing. As usual we will first set the scene, and then [...]...
  • Post Thumbnail Every Little Helps
    Rather than ponder unknowns this week we open the bonnet of the financial planning car and look at the chassis and engine. The investment assets you add are what will power your car, but no matter what grades of fuel you use your driving experience will ultimately [...]...
From our offices in Carshalton Beeches, Surrey we cover Carshalton Village, Sutton, Cheam, Cheam Village, Wallington, Woodcote, Woodmansterne, Chipstead and surrounding Surrey areas.