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Wealth planning for the long-term

We take into account all your holdings with Wilsoniss Bank, UK .

This gives a more holistic view, allowing us to develop a long-term wealth

management strategy that’s tailored to your personal needs and goals. As part

of this detailed wealth planning service, we ensure that the investment

strategy we devise for you is flexible and easy to adapt, should your financial

needs change.

How

does Wilsoniss Bank, UK Planner work?

1.    Firstly, you will complete two

questionnaires with your Relationship Manager so we can ascertain your

knowledge and experience of investment products, as well as your attitude to

risk. The answers you provide to these questions will give us the information

we need to create an accurate investor profile for you.

2.    You will then receive your individual

investor profile.

3.    Next, your Relationship Manager will

devise a wealth management strategy for you and draw up a shortlist of

appropriate wealth products in line with this.

4.    Once you have your wealth management

strategy, we work alongside you to help you choose products that fit into this

investment strategy, so you can start to build your portfolio. Your

Relationship Manager is on hand to give specialist advice should you require

it.

Adapts

to your changing needs

Over time, your financial needs will change and so will the

markets. Wilsoniss Bank, UK Planner will take into account your latest

requirements and will suggest a reshaped portfolio that meets your new

circumstances. Your Relationship Manager will then let you know whether this is

in line both with your risk profile and our recommendations and whether it

meets your new financial goals.

Watch the video to find out more about our wealth planning

service, Wilsoniss Bank, UK Planner or contact your Relationship Manager.