Cuthbertson Wealth Management is based in Wallingford, Oxfordshire. Their team of advisers, advise individuals, families and business’s all around the country to achieve their personal financial objectives through building individual relationships and offering bespoke and tailored financial solutions to meet their clients individual financial aspirations. Whether you are an individual, a family or business owner looking for advice Cuthbertson Wealth Management strives to provide a highly personal and tailored approach to financial planning and is a specialist in a wide range of important areas including:
- Inheritance Tax Planning
Cuthbertson Wealth Management publishes Market Bulletins highlighting economic issues to ensure clients are aware of what is happening in the markets - please click here to view these
Our financial lives are more complicated than in previous generations and clients need answers
to many questions, such as:
- How do we decide where our money should be invested?
- Do we know how to protect our family's standard of living in the event of death or illness?
- Do we know what income we require in retirement?
- Do we have an inheritance tax issue?
Answers to these questions differ from client to client and cannot be solved by off-the-peg solutions. Nor does one solution solve all and forever - our needs change and continue to change with our circumstances. Cuthbertson Wealth Management addresses these issues, enabling both individuals and businesses to achieve their three financial objectives:
- Building and preserving capital
- Managing cash and borrowings
- Financial protection against risk
With decades of financial services experience Cuthbertson Wealth Management looks forward to guiding you and advising you with any enquiries you may have.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and may fall as well as rise. You may get back less than you invested.
Your home may be repossessed if you do not keep up repayments on your mortgage.