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Case Studies Wealth Management: Working to give you a better future Financial theory is one thing. But the real benefit of our wealth management advice is making it work for your benefit and financial gain. Here are a few of our successful case studies. Protecting your Pension: Individual Retirement Planning and Investment Mr G had seven separate pension schemes totalling £700,000, but they were a disjointed combination of 'managed' funds. Using specialist software analysis we consolidated these schemes into one SIPP (Self-invested Personal Pension) using a range of low-cost funds to provide a medium risk growth portfolio. This reduced Mr G's charges, giving him a more efficient portfolio and greater flexibility. We also recommended further tax-efficient pension contributions. Sharing our expertise: Working with other Professionals We were introduced to Mr & Mrs S by their accountant. They had an extremely confusing and eclectic mix of insurance-based investments worth £450,000. As a result the couple were receiving varying amounts of income and paying too much tax. We successfully restructured their portfolio to provide a low risk, stable long-term retirement income. Treating you as an individual: Our Private Clients Mr & Mrs G had tax issues. As a successful ex main board chairman, Mr G had chosen his bank's Private Client Department to manage his substantial portfolio. But their service was impersonal. And expensive! We reviewed his holdings based around stock selection, charges, asset mix, his attitude to risk and historical returns. Working closely with Mr & Mrs G, we developed a unique strategy ideally suited to their needs, which we now manage. Keeping you in control: Trustee advice Making sure that our financial affairs are cared for according to our wishes is important to everyone. We have worked with a number of individuals and law firms in finding practical solutions for both power of attorney cases (POA), enduring power of attorney (EPA) and trusts. Do you think that we can help you? If so please call us on 020 8943 9229 to talk further. RISK WARNINGS: Your investments can fall and rise in value. Tax legislation will change in future as will your circumstances. “Most investors, both institutional & individual, will find the best way to own common stocks is through an index fund that charges minimal fees. Those following this path are sure to beat the net results (after fees and expenses) delivered by the great majority of investment professionals.” Warren Buffett, Chairman of Berkshire Hathaway, 1997       Links Press enquires Contact us sitemap Holland Hahn & Wills is authorised and regulated by the Financial Services Authority. © Holland Hahn & Wills 2009. All rights reserved.