The 360° approach

The 360° Service from Collins Stewart Wealth Management is designed to provide you with an all-encompassing approach to managing your wealth, backed by a long-term strategy tailored to your personal lifestyle goals.

For clients with a total net worth in excess of £1million, we believe effective wealth management requires coordinated thinking across all aspects of your financial affairs, allowing you to gain strong control and awareness over your financial well-being.

Guided by your individual asset manager, and working to your agenda, we will formulate an integrated wealth management strategy designed to mitigate your tax burden, now and in the future, and create long-lasting wealth so you can focus on what matters to you.

We believe that busy professionals, who have accumulated multiple pots of assets, be they property, pensions, stocks, bonds or other investments, are substantially better served by viewing their net worth in its entirety.

"He has a clear view about his future tax liabilities, which have, of course, been minimised."

Matt, 43, Entrepreneur, married, 3 children, £20m in assets