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Wealth Management
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Wealth Management has generally evolved from high net worth financial consulting for persons who are top clients of any firm. It is classified as an advanced type of financial planning that provides individuals and even families with services such as private banking, estate planning, asset management, legal service resources, trust management, investment management, taxation advice and portfolio management. Thus, wealth management encompasses asset management, client advisory services, and the distribution of investment products. |
Due to tight regulation of the finance industry in the UK, financial advice of this nature may only be provided by an FSA regulated Financial Advisor. Nasa Consulting has selected a panel of reputable Independent Financial Advisors who represent a wide range of specialties, ensuring that your wealth management needs are being accommodated.
Below you will find a few examples of the areas that Nasa, in partnership with our specialist advisors, can assist with. Should you wish to discuss any areas of these services please contact us as we will be happy to field your query and put you in touch with our specialists.
Mortgages
Nasa can put you in contact with our appointed mortgage specialists, who can normally carry out the whole process by telephone and email, saving you time and trouble.
We can assist in the following areas:
Whatever your situation, you will value the care and personal touch both Nasa, and our appointed specialists take over your mortgage. We can discuss your situation and requirements in detail, and explain any terms that are not familiar to you.
Our appointed specialists then research the full market and identify the best product for you - identifying why that recommendation was made, and highlighting the important features. Applications can often be made online, saving you the unwelcome task of form-filling. Of course, our work does not end there - we will monitor progress and smooth the way right through until the whole process is complete. We will be freely available to answer your questions during the progress of your application.
Advisory investment services
We recognise that you may prefer to make your own investment decisions. Our advisory investment services are designed to support you in this, by providing access to the best available market insight, compiled from the world’s leading sources of investment expertise.
Customised deposits and investments
Our customised products are sophisticated financial instruments which allow us to develop precise risk and return strategies for you. Depending upon your attitude to risk, your capital can be 100% guaranteed. Returns are linked to underlying assets such as stocks, bonds, currencies or commodities and are designed to outperform returns from deposits.
Liquidity management
This service offers you the potential to maximise returns on your cash, while maintaining your preferred levels of liquidity and security.
Foreign exchange
If you have business interests abroad, overseas assets or global investments we can help you to develop the right strategies for your foreign currency funds.
Dealing and custody
We offer dealing and custody services covering the full range of asset classes across all investment markets.
Investment
Investment planning involves the development of a strategy. That strategy revolves around your present and anticipated future personal and financial situation so, at an early stage, we will clarify your precise wishes and aims. Some of the services we can offer in this area are;
Protection
Financial products are sometimes at their most useful when they are protecting our families, our incomes or our property. Whilst insuring ourselves against an undesirable event such as sickness or even death may not be a pleasant thing to think about, the benefit of being able to set financial issues aside at emotionally difficult times cannot be overlooked.
There are many ways in which a family can protect itself, and because of the large range of products available there is usually an appropriate policy for most circumstances, and most budgets.
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