Thomas Miller Investment’s Wealth Management service enables you to gain a true picture of your finances today so that you can plan to help realise your financial objectives for the future.
Our relationship with clients is a cornerstone of our values. The relationship is built on trust and understanding; this insight allows us to focus on the areas within your life plan where you need independent financial advice; turning complex situations into simple straightforward solutions.
It is not just for individuals and their families; employers also use this service to reward those who give the business their all, helping with retention of key employees through a compelling offering.
The first step in any financial plan is to clarify what you want to achieve; using this we help establish a clear set of milestones so that you can track the progress of realising your goals.
The Thomas Miller Wealth Management team utilise sophisticated planning tools to demonstrate to you what the future might look like financially. We provide you with a clear and straightforward blueprint for your future.
We can provide you with discretionary investment management services, acting as your ISA plan manager and introducing you to SEI Investments (Europe) Ltd for the safe custody of assets and ancillary services.
Our discretionary investment management service is available if you have at least £50,000 to invest; the discretionary portfolios are designed for investment over the longer term so suitable if you are looking ahead five years or more.
Thomas Miller Wealth Management will manage your portfolio with a view to achieving your investment objectives. We have only one goal in mind – seeking the best outcome for you.
However the unexpected happens; we are here if you are unfortunate enough to be involved in probate, divorce or separation. In such sensitive circumstances you want to know that you fully understand the options open to you. You can be confident that all your financial matters are handled in a considerate and appropriate manner.
If you are considering any of the below please contact us today:
- Full financial planning review
- Cash Management
- Investment Management
- Tax efficient investment strategies
- Retirement planning
- Inheritance Tax Planning.