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Based in The City of London, DMS Private Wealth is a team of highly qualified Financial Advisers who specialise in providing Independent Financial Advice.
With the backing of a diligent Technical & Admin team, DMS Private Wealth are able to provide comprehensive financial advice in the following areas:
- Financial Protection
- Provision for Retirement
- Pension Fund Drawdown
- Self Invested Personal Pension
- Global Pension Transfer
- Mortgages / Re-Mortgages / Equity Release
- New Investment / Existing Investment Reviews
- Estate Succession Planning
By consequence of ownership, successful wealthy individuals do have financial difficulties. In the main these tend to be; how to deal with the wealth that they
have created, how to reduce the taxation of that wealth and how best to preserve that wealth over the long-term.
Using DMS Private Wealth's Holistic Financial Planning Software, the Team are able to help you to become financially well organised and for you to have a
thorough understanding of your current financial position. This is achieved having created a working computer model of your financial situation. Using this
foundation your Adviser will highlight all the areas of need we believe you should address and create a plan of action in order to deal with these issues,
both cost effectively and tax efficiently.
It is without question that all of our client's make there own financial decisions, DMS Private Wealth's involvement in that process is to ensure that you have
all the relevant facts and information in order to make the right decision. By scheduling an ongoing programme of annual reviews our client's are constantly
updated with information concerning their financial situation, with recommendations made in-line with changing legislation, economic conditions and
client circumstances.
Ask yourself the following questions:
- When was the last time you sat down with your partner and analysed where your financial plan is today?
- Do you actually have a financial plan?
- Are you going to do something about it?
History has proven that there are three types of people in this world; those that make things happen, those that watch things happen and those that wondered
what the heck! happened.
Take charge and make something happen today. Contact DMS Private Wealth and arrange your first meeting, there you will be able to discuss the concerns
you have about your current financial planning, you will be able to view a demonstration of our Holistic Financial Planning Software and then make a decision
to control the wealth you have created and are yet to create.
Tel: 0207 562 7900 or E-Mail: privatewealth@dms-london.co.uk
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Dynamic Management Solutions Limited is a company registered in England and Wales with company number 3652783
and whose business address and registered office is 3rd Floor North, The Forum, 74 - 80 Camden Street, London, NW1 0EG
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