Factsheets for model portfolios available through Mazars wealth management services. ...
At Mazars Wealth Management we understand that your investment portfolio must be tailored to your needs. Whether you are targeting an income or long term capital growth, our investment solutions are designed to target the optimal return within your own tolerance to risk.
News & Insights
Rising interest rates, trade wars, and a widespread slowing of economic growth caused markets to...
Successful investment requires independent thinking. By building a strong relationship with you, we are able to understand you and your future aspirations. From there we can work with you to explore investment options that are the right fit for you, right now.
As life goals change, your investment plan will too and so we will be there to review and adapt your plan as and when appropriate.
As truly independent advisers we are not subject to the view of any one investment house. We are free to select the best manager for each part of your portfolio, and will only employ actively managed funds where we can be sure of the potential for out-performance.
Our clients are as diverse as the investments which are held in our portfolios.
We work with:
- Family business owners
- High earning executives
- Private wealth individuals
In addition to our traditional portfolio management services, we also provide services for clients wishing to review their existing portfolios including:
- Portfolio review
- Performance attribution
If you would like to know more about how we can help you with your investments, please get in touch below.
Mazars Wealth Management is a trading name of Mazars Financial Planning Limited and is authorised and regulated by the Financial Conduct Authority. In the event that you are dissatisfied with a recommendation we have made you may be entitled to make a complaint. We have a complaints procedure that is available on request. If you wish to register a complaint please contact us:
In writing: The Compliance Officer, Mazars Financial Planning Limited, 45 Church Street, Birmingham, B3 2RT
By Phone: 0121 232 9605
By E-mail: firstname.lastname@example.org
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk
Want to know more?
Mazars Financial Planning publications
Here you will find the latest publications from Mazars Financial Planning.
Wealth Management publications
Here you will find our wealth management publications including investment newsletters, investment management outlooks and our monthly market blueprints.
Whatever your stage of life, career path or goal, our aim is simple – to help you achieve your personal financial ambitions, in a tax efficient and compliant way.
Personal taxation has never been so complicated: increased legislation from HMRC and changing family circumstances such as marriage or divorce, planning for school or university fees, retirement and long term care, mean that staying on top of your financial affairs is more important than ever.