Wealth Planning
Our approach focuses on your wealth in its entirety, integrating wealth planning, investment management and consolidated reporting. From day one, we carefully consider your priorities and aspirations to create a wealth plan and investment strategy individual to you, honouring your unique circumstances and values today and as they evolve over time.
A dedicated wealth adviser will create a wealth plan aligned with you and your family’s individual objectives and priorities.
Understanding your life and wealth objectives for the short and long term. In-depth review of your financial situation, priorities and risk tolerance.
Translating your objectives into a strategy for your entire wealth across US, UK and European assets.
Lifetime wealth and cash flow modelling.
Tax efficiency and structuring opportunities.
Estate planning opportunities and philanthropy.
Regular reviews to evaluate your progress, adjusting the plan as necessary.
By prioritising a comprehensive understanding of your objectives, we ensure that our wealth management services align seamlessly with your goals, providing you with guidance for a secure and prosperous future.
At W1M, we work in partnership with you. We take time to listen and understand your objectives and aspirations to create a wealth plan and investment solution tailored to you. As your wealth manager, we will guide you through the process from step one.
Setting your objectives
Evaluating your current situation
Creating your wealth plan
Implementing your wealth plan
Ongoing review and reporting
Global Outlook September 2025
In this video, Bill Dinning, Chief Investment Officer, discusses the resilience of global equity markets, supported by robust corporate earnings in the US.
