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What Is Wealth Management
Manage episode 155947358 series 1171875
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Wealth management is the combination of financial planning, investment management, investment consultancy and risk tolerances appropriate to a client. The scope of financial planning and wealth management is all about protection for their family, any debt and liabilities and, of course, building towards retirement, income in retirement for those approaching and those in retirement and around that there are issues such as investment portfolios, Trusts, tax efficiencies and making sure of the very best chance of optimising for success are built in.
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