Wealth Management

We recognise that individuals and families have complex financial planning requirements, which is why our Independent Financial Planners devise tax-efficient structures and work in partnership with your discretionary fund managers (or DFM’s) to meet your personal objectives.

Our risk-based approach to portfolio construction ensures a diverse and stable financial plan. The result is an efficient blend of financial planning and investment management under one roof. Claremont advisors will articulate clear and tailored recommendations – designed to realise your objectives now and in the future.

Wealth management is our all- encompassing service offered to private clients and companies.

Please contact wm@claremontwealth.com