I want to grow my wealth

Making your money work

Successful wealth creation is relatively simple, but requires patience, understanding and a calm head in times of trouble. Whether you want to create, maintain or grow your wealth, it is important you have a plan. It could be for general saving for the future or for future income. You may have a specific project or event in mind, or you may have received a windfall or inheritance and want to make sure you make it work for you and your family.

Whatever your requirements, the highly experienced team at Burley Fox will take you through our investment process. With constant changes to the economic, political, regulatory and financial environment, it is crucial that your investments are aligned with your goals and are regularly reviewed.

Tax-efficiency also plays an important role in growing your wealth, and our expertise in setting up and managing a wide range of tax-efficient structures will help protect the structure of your assets. We will work with you to build a portfolio with an asset allocation that is aligned to your agreed risk level and is suitable for your investment and financial planning goals.

Regular rebalancing of investment portfolios to keep your investments aligned with your attitude to risk and your capacity for loss is imperative. ISAs and tax management, particularly Income Tax and Capital Gains Tax, are also key elements of an investment portfolio review.