Savings &
Investments
Whether you're looking to invest for income, growth, or a combination of both, choosing the right investment strategy is essential to securing your financial future. At Fidelis Wealth Management, we work closely with you to design a bespoke investment plan that aligns with your individual goals and risk tolerance.
Our diversified investment strategies spread your investments across various asset classes and fund managers, ensuring a balanced approach that reduces risk while seeking strong returns. We offer a range of solutions tailored to your needs, whether you're focused on long-term growth or managing volatility.
At Fidelis Wealth Management, we understand that investing can seem daunting. That’s why we simplify the process, offering ready-made investment portfolios and expert guidance to ensure your investments are aligned with your objectives and risk profile.
International Savings Accounts
International Savings Accounts have long been one of the most tax-efficient ways to save and invest. International Savings Accounts allow you to grow your investments tax-free and we can help you choose the right option to fit your financial goals.
Tailored Investment Portfolios
We offer carefully constructed portfolios designed to meet your specific needs, whether you're investing for retirement, growing wealth, or preserving capital. Our investment solutions are diversified across asset classes and investment styles, providing both flexibility and security. We regularly review and adjust your portfolio to ensure it remains aligned with your goals as market conditions and your circumstances change.
Discretionary and Stockbroking Services
For clients seeking more direct control over their investments, our discretionary and stockbroking services allow for a tailored approach to managing your portfolio. Through our discretionary services, you can delegate the management of your investments to a dedicated Investment Manager who will create and monitor a portfolio that reflects your unique requirements.
Alternatively, if you prefer a more hands-on approach, our stockbroking services provide the flexibility to buy and sell individual assets while receiving expert advice. You can also bring assets you already hold with other providers into one easily managed portfolio.
Other Services
Foreign Exchange
Whether you're managing overseas investments, buying a holiday home, or running an international business, our foreign exchange services offer tailored solutions. We help you navigate currency risks and optimise cross-border transactions, ensuring your global financial activities are efficient and effective.
Trust Services
There can be many reasons to setting up a trust, from asset protection, tax mitigation and succession planning being of the most common.
The benefits of establishing a Trust will vary depending on your own individual circumstances and our advisers will guide you through the options to find the best solution.
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