Financial Solutions Award

Exclusive Asset Management is delighted to announce they have been awarded the annual award for Financial Solutions by Midlands Business Today.

On accepting the award Director Stephen Pratt commented, "We are delighted that the award gives focus to the important financial areas covered by wealth management, which is no longer the preserve of the super rich. With issues such as Inheritance Tax, which is fast becoming a financial scourge, the need for better provision in retirement as people live longer and the realisation that financial markets can often be volatile, wealth management is now becoming a financial necessity for many more people. Taking Inheritance Tax as an example, it is estimated that currently 2.1 million households in the UK exceed the Inheritance Tax threshold of £285,000. Sadly, £1.6 billion was wasted in tax in 2004/2005 through lack of, or poor Inheritance Tax planning which just highlights the need for the service and advice we offer."

Director Ian Sneath adds, "We are particularly pleased that the award highlights not just the advice we provide, but also recognises the benefits of the exclusive quarterly service package we offer our clients. As independent financial advisers we take a holistic approach to wealth management. Our core values centre on providing clients with bespoke financial solutions that take into account their individual risk profile and providing an investment portfolio that matches their financial aspirations and needs. Our main aims are to not only provide our clients with opportunities to increase their wealth, but to also protect the wealth they have through effective tax and estate planning."

Top

Recommend this page to a friend