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 Gift Horses
    As the slow motion Eurozone train wreck chugs inexorably toward the buffers of oblivion the third class carriage that is Greece is first in the line of impact. One way or another, sooner or later, the carriage will have to be de-coupled.  The current EUphoria in financial [...]...
  • Post Thumbnail Banking on Uncertainty
    A riddle for you this week. When can increased uncertainty beget greater certainty?  As we repeat ad nauseam no one can predict the future, and with the global economy poised on many knife edges the consensus is that it is now harder than ever. But if you [...]...
  • Post Thumbnail Who wants to be a Millionaire?
    Financial markets were (unaccountably?) chipper in January, turning portfolios that struggled to make headway over the year to end December positive one month later. This underlines the futility of assessing performance over given periods. There is no certainty current euphoria will endure, but neither is there any [...]...
From our offices in Carshalton Beeches, Surrey we cover Carshalton Village, Sutton, Cheam, Cheam Village, Wallington, Woodcote, Woodmansterne, Chipstead and surrounding Surrey areas.