Wealth Management
Many people struggle to find adequate time to deal with their personal financial position, often failing to even take basic steps in financial management, such as getting the best return on their savings and investments.
They also put off important issues such as providing for retirement, making a will and arranging financial protection for their dependants in the event of sudden death.
At FGS, we provide independent financial advice on these and all the important financial issues in an individual’s life.
What differentiates FGS’s wealth management services is:
- Our independence and objectivity – our focus is on long-term relationships, based on trust
- Our customer promise – we create personal financial plans tailored to your particular circumstances and financial needs
- Our cross-functional approach – we work closely with our experts in other FGS divisions, such as taxation, to ensure your financial plan is appropriately structured to meet your financial needs and objectives
- Our holistic approach – we don’t just think about specific issues, such as a query about a single investment. Instead, we take a 360° approach, advising you on all relevant issues, such as risk profile, return on investment, cost of finance, and whether the investment is consistent with your overall objectives and financial circumstances
The wealth management division at FGS interacts extensively with our tax and other experts in order to provide this holistic approach to financial advice. Our team members also give assistance on key aspects of wealth management such as:
- Financial planning
- Investment strategy
- Pensions and retirement planning
- Succession and estate planning
- Protection strategies
Financial planning
Planning is central to our service offering. We conduct a review of your personal finances and provide a “net worth statement,” which provides a logical basis to formulate a financial plan that is appropriate to your current circumstances and your aspirations.
Retirement planning
We advise on tax-effective funding for retirement. If you prefer to create and control your own pension investments directly, we can advise on how to set up a tax effective self-administered or self-directed scheme.
Protection Strategies
Experience shows that many people fail to protect themselves from unexpected events such as illness or death. Our experts can also advise on how to protect your income, your wealth and your business, in a cost-effective way.
Investment opportunities
We advise on basic investment strategies, appropriate to your circumstances, risk profile and objectives. We also present clients with unique investment opportunities which we believe to be suitable to their needs and circumstances.
Such opportunities occur irregularly and are only presented to specific clients who we believe will have an interest and who we believe are suitable for such an opportunity. We refer to such opportunities as Private Equity options. In each case, we ensure that such investment opportunities meet your financial objectives and risk profile.
Our services
Learn more about specific wealth management services through these links:
Related links
For details on services related to wealth management, go to the following pages
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Company Registration
United Kingdom
Our wealth management services to clients in Northern Ireland and the UK are provided by the company, FGS Wealth Management (UK) Limited.
FGS Wealth Management (UK) Limited is a company incorporated in Northern Ireland Company Number NI 040537. Registered office: Number One, Lanyon Quay, Belfast, BT1 3LG, Northern Ireland.
Republic of Ireland
Our wealth management services to clients in the Republic of Ireland are provided by the company, FGS Wealth Management Limited.
FGS Wealth Management Limited is regulated by the Financial Regulator Registered in Ireland. Company Number - 427440