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Investment Services and Wealth Management

Investment services and asset management

When looking at their long-term financial security, many people consider making an investment, but there are so many choices it's often difficult to understand what the right investment is for you.

That’s why, unless you have an in-depth knowledge of investment services and asset management, it's always a good idea to seek independent financial advice.

What is asset management and what do financial planners do?

The goal of asset management is to make investments in a way that’s appropriate for you, your personal finances and objectives in order to grow your wealth over time. Which is why it’s sometimes referred to as wealth management, with asset management being a key component to your overall wealth.

Financial planners will help you achieve this growth. They’ll utilise all of their skills and experience to help you maximise the potential of your investments - both now and into the future.

You’ll get a bespoke investment portfolio which suits your current finances, your financial goals and the level of risk you're able to take for you to see the benefits of financial planning and investment.

The importance of financial planning

There are thousands of options when it comes to investment and asset management, and it can be extremely difficult to decide on the best one.

We work closely with clients to ensure we find the right balance of investments. If a trustee is looking to make the investment on behalf of a beneficiary, we’ll also review the trust document to ensure that all legal requirements are followed.

A financial adviser will put together a tailored portfolio which will be managed day-to-day, to meet clients’ objectives and ensure they’re as tax efficient as possible.

Why choose Adroit?

As independent financial advisers, we’re able to research the whole market when recommending the best investments.

We also have a vast amount of experience acting as financial advisers to many vulnerable individuals. This includes those who’ve been involved in a personal injury, or have been victims of medical negligence, and have suffered catastrophic injuries. We work with a large number of deputies in the Court of Protection in respect of the financial security of those vulnerable individuals.

If you’d like more information about the services we can offer you or your clients, please contact us on 0330 995 6838 or email us at