Family Client

As an Objective Wealth Family Client, you will have access to our highest level of service. We understand that maintaining and increasing your family’s assets is of central importance, so you will have the benefit of considered and well-researched asset management with our market-leading partners suited to your portfolio.

From our initial engagement and throughout your financial journey, we will continue to talk you through your cash flow modelling plan and refer back to this with your portfolio.

We will organise at least biannual face-to-face or video meetings at a location that is convenient for you. We will discuss your current portfolio and its asset management, tax efficiency and correlation to your future financial plans.

Our meetings will provide the opportunity to evaluate the various tax-efficient wrappers that are available to you, discuss growth and/or income options and a wider market appraisal. Following these meetings, you will receive a review document containing everything discussed.

As an Objective Wealth Family Client, if any pension or ISA top-ups are recommended or desired, this will be completed with no additional cost to you. We also include pension set-ups and ISA sets-ups for your children where it is deemed appropriate.

Along with the updates on your portfolio at meetings, you will have real-time and up-to-date valuations through your personal portal, which can be easily accessed from our website.

As a Family Client, you will also be entitled to our family orientated proposition. This is a bespoke proposition tailored to cater to your financial needs as a family. As part of this, we will provide access to our legal and accountancy partners, or we can work with your own preferred professional contacts.

We do this to provide a coherent and integrated package to ensure the protection and smooth running of your assets and wealth, and work with accountants to ensure you have the correct tax planning procedures in place to meet your tax obligations.

We also work with legal professionals to assist with property transactions and probate work. Within our Family Client proposition, our resident professional will writer can write and review your wills at no additional cost, and put in place powers of attorney at a discounted cost.

At Objective Wealth, we feel you must have full contact availability during office hours with your adviser, or a member of Objective Wealth’s support team, over your preferred means of communication. This can include speaking via telephone or email, or even a FaceTime or Skype appointment at a time that suits you at no extra cost.

To keep you regularly informed about the funds you are invested in and the wider markets, we will provide a quarterly newsletter that includes comments from fund managers and ourselves. We also aim to host annual seminars to which you will be invited.