Contacts

Fraser Thomson- Managing Director

Fraser McPhate - Chartered Financial Planner

Mandy Graham - Adviser

Wealth Management

It is often the case that finances can become overly complicated and with no cohesive plan or strategy.

Wylie & Bisset's Wealth Management service has been designed to provide a simple and effective platform to maintain, manage and plan your short, medium and long-term finances.

The Wealth Management service includes:

An administration platform where you total assets can be viewed and regularly revalued.

A complete tax management services designed to reduce to a minimum to income and capital gain tax liability on investment and potential inheritance tax on assets.

Access to a comprehensive range of investment products including pension, individual savings accounts, investment bonds, direct share dealing deposit funds onshore and offshore unit trusts etc

A gateway to a full range of investment funds at often heavily discounted charged.

By holding all your assets on one platform you can benefit from considerable economies of scale, reducing charges and increasing net returns.