£1.1 Trillion of private client wealth is held in the UK, but it is estimated only one-third of people review their position
Having the foresight to put in place a long-term strategy to protect your investments is crucial in these unpredictable times.
Using our expertise, we will gain a thorough understanding of your finances and what you are seeking from your investments. We will also advise on a level of investment risk with which you are comfortable and a genuine choice of suitable investment options. We will establish with you a comprehensive plan to reflect your needs and schedule regular performance reviews to confirm how your assets are being managed.
We will look to work with you on a long-term basis, with our role to manage your assets responsibly, building a set of investments, which will seek to maximise your returns, whilst managing your risk. You will also have the reassurance that this you will always be advised by a qualified Director or Senior Financial Adviser from Turner Insurance Group.
We are committed to giving you professional and expert wealth management advice
- Professional wealth management service
- Qualified advisers
- Complete financial transparency
- Regular review
- Performance monitoring
- Financial advice in plain English