Wealth Management

“Wealth Management” is a phrase used by many in our profession, but what does it mean?

It means making sure you have the right money, in the right place, at the right time.

How do we achieve this?

We ask you what you want to achieve, we form a plan as to how you can achieve it and then we help you put that plan into action.

This could take many years to come to fruition, or be a simple matter of tweaking what you already have.

The Financial Services Authority does not regulate trust or tax advice.

Investments and the income from them may fall as well as rise in value.

You may get back less than you invested.

Investment Process

Utilising some of the best analytical tools in the marketplace, we have developed a robust investment process that is both quantifiable and repeatable. Every three months, we update our Asset Allocation splits and screen all the funds available in the UK - after rigorous filtering, we then select the strongest funds in each sector and use these as the basis for our stock selection. However, equally as important is ensuring that you use the most suitable tax wrappers (e.g .ISA, Pension or Investment Bond) so your money is managed in the most tax-efficient way.

Our process is constantly monitored and allows us to tailor our service exactly to your needs. It also allows us to quickly identify those clients whose portfolios need adjusting if a big event like a fund manager leaving occurs.

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DTE Risk & Financial Management Limited is Authorised and regulated by the Financial Services Authority

Registered office: DTE House, Hollins Mount, Bury BL9 8AT  Company number 01967512 (England)