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Introduction to Wealth Management at RAE Financial Advisory Services Ltd

RAE Financial Advisory Ltd is your trusted partner for comprehensive wealth management
services in the UK. Our experienced team of financial advisors is dedicated to helping you
achieve your financial goals and secure your financial future through personalised wealth
management strategies.

Wealth, just like your health, must be carefully preserved. Your assets need to be protected
against the potential threats of erosion by taxation, the effects of inflation and investment
risks.

Whatever your level of wealth, there is nothing wrong in deciding to prepare a risk aversion
strategy. Risk aversion is a reasonable and prudent strategy for anyone sure that they
already have ample assets to provide for themselves and their family in the future.

Wealth Management

Please note that there are two stages most people go through. Accumulation stage (growth whilst working) and decumulation stage (spending whilst in retirement). Therefore, there are plenty of ways of preserving wealth in real terms in both stages and beyond

Accumulation stage

Risk Management and Protection
Life is unpredictable and unexpected events such as illness, disability or premature death can have significant financial consequences on your wealth and your family if this were to happen. How long will your cash savings last during the hard times? Leading to depleting your finances quickly. Therefore, you need protection against any uncertainties that will threaten the growth of your wealth whilst working. These unidentified risks are a far greater threat to your wealth than tax. While tax may threaten a proportion of your wealth, poorly identified risks can destroy it all leading to sleepless nights.

This is just a start and you will no doubt identify others. It may not be the most motivational task but if you work through the implications of your questions and attach a probability to them, it can help clarify the issues and will form the basis of your risk aversion plan.

Our risk management and protection solutions provide peace of mind by safeguarding you and your loved ones against life's uncertainties. We'll help you mitigate risks and protect what matters most.
Tax Planning
Managing your tax liabilities is key to optimising your overall financial position. Our tax planning services are designed to help you minimise tax exposure, maximise tax efficiency, and take advantage of available tax reliefs and allowances. From income tax planning to inheritance tax mitigation, we'll help you navigate the complex landscape of tax planning to ensure you keep more of what you earn.
Savings and Investments
Whether you're saving for a major purchase, building an emergency fund, or planning for your children's education, our savings and investment strategies can help you achieve your financial goals. From tax-efficient ISAs and investment bonds to regular savings plans and wealth accumulation strategies, we'll help you make the most of your money and build a brighter financial future.

Our team of investment experts will work closely with you to develop personalised investment strategies tailored to your risk tolerance, financial goals, and time horizon. Whether you're aiming for capital growth, income generation or a balanced approach, we'll help you build a diversified investment portfolio designed to optimise returns while managing risk.

Retirement Planning
Planning for retirement is a crucial aspect of wealth management. Our retirement planning specialists will help you create a customised retirement roadmap that takes into account your lifestyle preferences, income needs, and retirement goals. From pension planning to maximising tax-efficient retirement income, we'll help you navigate the complexities of retirement planning with confidence.

Decumulation stage

Retirement Income
This is where you need some guidance in making the right decision of selecting the most suitable income options like a secured income level to cover you and your spouse’s essential household expenditure,  income flexibility options, and the right amount of tax-free cash that can be extracted from your pension to pay for whatever is needed.
Estate Planning
Effective estate planning is essential for preserving your wealth and ensuring your assets are transferred to your chosen beneficiaries according to your wishes. Our estate planning experts will work with you to develop a comprehensive estate plan that minimises inheritance tax liabilities, protects your assets, and facilitates a smooth transfer of wealth to future generations.

Our service is all about helping you with professional wealth management advice to create, build and protect your wealth and minimise your tax liability in a wealth preservation plan which we will develop and monitor over a long-term, ongoing relationship.

Why Choose Us for Wealth Management Services?

RAE Financial Advisory Ltd stands out for our commitment to delivering unparalleled wealth management services that are tailored to your individual needs. Our financial advisors bring a depth of expertise to every client interaction, ensuring you receive top-notch advice.

Expertise
Our experienced team of financial advisors ensures you receive top-tier service and advice. With a wealth of knowledge, we offer informed recommendations across various financial areas.
Independence
As independent financial advisors, we're not tied to specific products or providers. This freedom allows us to offer unbiased advice focused solely on your best interests, drawing from the entire market to find solutions that align perfectly with your financial goals.
Personalised Approach
We take the time to understand your unique circumstances, goals and preferences before recommending any solutions. Our personalised approach ensures our recommendations are aligned with your specific needs and objectives.
Transparent Fees
We believe in transparency and clarity when it comes to fees. Before engaging our services, we'll provide you with a clear breakdown of our fees and charges, ensuring you know exactly what you're paying for.

Contact Us Today

Take the first step towards achieving your financial goals by contacting RAE Financial Advisory Services Ltd on 07957656773 or via the contact form below for a free initial consultation with no obligation. Our team is here to guide you through the financial planning process and help you build a secure and prosperous future for yourself and your loved ones.

Contact us to find out more about our wealth management services in a free no-obligation initial consultation.

The value of pensions and investments and the income they produce can fall as well as rise.
You may get back less than you invested.
Tax treatment varies according to individual circumstances and is subject to change.
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Personal Protection

Business Protection
Saving and Investing

Wealth Management

Mortgage Advice
Pension & Retirement Planning

Inheritance Tax

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Taxation

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59 Northumberland Way, Sharston, Manchester, M22 4UG

Call us: 07957656773

Mail: ramzy@raefinancialservices.co.uk