Warwick: Wealth Management Advice Services
Charlotte engaged the services of ASPL for wealth management advice after she had inherited a sizeable fortune. She was considering emigrating, and purchasing a number of properties where her children lived, in Asia, Australia and London.
She wanted to invest on a long-term basis, but also required a flexible, sizeable capital withdrawal facility to enable property purchases to be made, as and when she wanted.
Charlotte did not want to take much risk with the portfolio, and wanted income/capital withdrawals to be paid into her Guernsey bank account(s).
We have managed her capital and income without giving rise to any taxation liabilities, to date, and provided her with a suitably flexible and diverse portfolio, that meets her needs.
NB. Whilst the Client names have been changed for Client privacy purposes, these case studies are actual ASPL Client case studies.Back to index
Peace of mind that our finances are in your careful hands.Mr & Mrs S - Cheshire