Wealth Management

At Golden Gate, we can help you to make the most of your wealth. Our private wealth management service combines all the elements that are critical to building and preserving your wealth, saving you time, simplifying your life and increasing your peace of mind.

Managing your investments is central to what we do, but it is only one part of a broader wealth structuring service, which includes tax structuring and advice, retirement and Inheritance planning.

Wealth management is the art of managing investments and financial planning to help clients achieve their goals, such as pension planning, asset growth, or maximising income during retirement.  The appointment of a wealth manager allows a coordinated approach to the management of investments.

Why choose Golden Gate for your wealth management services?

We are highly focused company that provides a quality wealth management service to individuals, trusts and companies from across the spectrum. Our clients tend to be successful within their own sphere, but for various reasons feel that a meaningful partnership is more likely to achieve their long term financial objectives. These reasons may include time, inclination and knowledge.

Our primary objectives are to help grow our clients’ wealth and to build enduring relationships upon a foundation of trust. We pride ourselves on the quality of our wealth management service and are delighted that so many of our new clients are referred to us from within our existing client base.

What makes us different?

We understand the value of joined-up thinking. Many advisers treat tax as separate from investment and investment as separate from pensions, leaving you to decipher how these can be managed cohesively. In fact, all these elements are interconnected: viewing them in combination can enhance your wealth significantly over the long term – and will certainly make your life less complicated.

In summary, we can help you to:

  • Maximise the return on your financial investments.
  • Reduce your personal taxation.
  • Protect your assets and strengthen your retirement planning.
  • Enhance your cash flow.

If you would like more information on how we can help you or our services, please contact us.



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