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Wealth Management

The Blackadders Wealth Management team has years of experience in advising personal clients on efficient planning to meet their future financial needs and preserving valuable assets. Our team has a wide range of skills, and with instant access to many leading investment and insurance companies' databases can readily source solutions to meet clients' needs. We offer personally tailored financial advice ranging from insurance, investments and taxation issues to retirement and inheritance tax planning.  We are committed to providing one-to-one advice working closely with our clients and their other professional advisers. We believe this to be an essential facet of financial planning.

Portfolio Management

Professional management of your investments

Globalisation and volatility of the global stock markets makes the regular supervision of a share portfolio essential. Markets and information moves at a much faster pace nowadays, so we have developed sophisticated investment research and reporting systems to help you keep up to date.

We offer full portfolio management, utilising the latest computer technology including CREST, to provide you with a tailor-made and personalised service. We believe that your greatest risk is being concentrated in one asset class, whether this is as a result of lack of information or inactivity, and our service therefore ensures that your portfolio is regularly monitored and diversified to meet your investment objectives.