What is Wealth Management?

Wealth Management is a comprehensive financial service that combines financial planning, investment management, and other financial services to optimise your wealth’s growth, management, and preservation. It’s tailored for individuals looking to maximise their financial potential across all aspects of their finances.

Do you need Wealth Management?

Wealth Management could be crucial if you’re seeking to enhance your financial health, achieve specific life goals, or ensure your wealth’s longevity. It offers personalised strategies to grow, manage, and protect your assets, considering your unique financial situation and future aspirations.

Elevate Your Financial Future with Wealth Management

Unlock the full potential of your wealth with Everest Estate Planning and our trusted partners. Our services are designed not just to protect and grow your wealth, but to craft a comprehensive strategy that aligns with your life’s goals and dreams. Here’s why our Wealth Management service stands out:

Bespoke Financial Strategies

Your financial aspirations are unique. That’s why we offer customised planning that reflects your personal and financial goals, ensuring a tailored approach to wealth optimisation.

Holistic Wealth Enhancement

From growing your investments to planning for retirement, and everything in between, our Wealth Management encompasses all aspects of your financial life. We look at the big picture to ensure every piece of your financial puzzle fits perfectly together.

Tax Efficiency and Estate Planning

Our experts work diligently to structure your wealth in a way that minimises tax liabilities and maximises estate value. With strategic planning, we ensure your legacy is preserved and passed on according to your wishes.

Access to Exclusive Investments

Through our trusted partners, gain access to a wide range of investment opportunities previously out of reach. Our expertise opens doors to diverse portfolios that align with your risk tolerance and growth objectives.

Peace of Mind

Navigating the financial landscape can be daunting. Our wealth management advisors provide the clarity and confidence you need to make informed decisions. With Everest Estate Planning, you can rest assured that your wealth is in capable hands, managed with the utmost care and professionalism.

Start Your Wealth Management Journey Today

Choosing Everest Estate Planning for your means entrusting your financial future to experts dedicated to your success. Our partnership with industry-leading professionals ensures you receive unparalleled advice and solutions tailored to your unique needs.

Let us help you navigate your financial journey with confidence, ensuring your wealth not only grows but flourishes.

Wealth Management Frequently Asked Questions

What services are included with Wealth Management?

Services include investment advice, retirement planning, tax planning, estate planning, and risk management, among other financial services.

Who can benefit from such services?

Individuals with diverse assets or significant wealth, those nearing retirement, or anyone with complex financial situations can benefit.

How does it differ from financial planning?

While financial planning focuses on specific financial goals and needs, Wealth Management offers a more holistic approach, addressing a wider range of financial aspects and long-term wealth optimisation.

Is Wealth Management expensive?

Costs vary depending on the scope of services and assets under management. Many find the value received from personalised advice and potential growth exceeds the expense.

Can Wealth Management reduce my tax liabilities?

Yes, one of the key benefits is efficient tax planning to minimise liabilities and maximise after-tax returns on investments.

Why choose Everest Estate Planning?

Mark is not just about the paperwork; he has your best interests at heart.
His commitment to excellence is backed by his membership in The Society of Will Writers, ensuring adherence to industry standards.
With a friendly and approachable style, proven by the satisfaction of hundreds of clients who've entrusted him with their important documents over the years.
To put your mind at ease, Everest Estate Planning has £2 million Professional Indemnity Insurance.
If you need references, just ask. We have many satisfied clients happy to share them.

A Process To Ensure Peace Of Mind

FREE Consultations

Competitive Pricing

No Upfront Fees

Easy To Follow Directives

Aftercare Support and Advice

Mark is a genuine, professional and sincere gentleman. I needed to set up LPA and to get my Will sorted, but I had no real understanding on the ins and outs and implications of my decisions other than I needed to do it as soon as possible. Mark went to great pains to make sure I fully understood all decisions I undertook and the implications of things as I might not have thought about putting down in writing and how important it is to do this correctly. It also took a lot of time to explain how LPA’s work. His patience and understanding Was endless, no matter how many times I wanted to revisit or change wording etc he was more than accommodating. Mark then came to my Home for final signatures and again quickly covered everything before I signed and everything was witnessed. I would not hesitate in recommending Mark however simple or complicated you think your Will might be, you will be in very safe hands It’s horrible to talk about costs but he charges an extremely fair sum of money for completing such a fantastic job. Thank you Mark

A very professional service. Mark is very pleasant, took time to explain in detail what he thought was best for our situation. He gave us all the options that were available and let us decide what we wanted without pressuring us. Everything was done in a timely manner and professionally presented. Thank you Mark

My family has been working with Mark Everest for a number of years and we find him extremely helpful, explains things in a clear and understandable way as well as offering exceptional value for money. I cannot stress the importance of dealing with financial matters before issues can create problems in the future, someone once said "Pay for good advice as poor advice will cost you much more in the long run"

Very professional, genuine down to earth gentleman that made the whole experience a pleasure. From start to finish Mark made me feel at ease. He made what I thought was going to be an overwhelming task a very pleasurable experience. I had been putting off writing my Will because of all the decisions & legal jargon involved. I can honestly say the way Mark talked me through everything & explained it in my language made me feel so comfortable. It was a pleasure to do such an important legal document with him. I am so glad I used Everest Estate Planning. Mark is so professional, knowledgeable and shows lots of empathy while taking you through every step of the process. I very highly recommend Everest Estate Planning you will not be disappointed 5 ⭐️ ⭐️ ⭐️ ⭐️ ⭐️ service.

We would highly recommend Mark for his friendly and professional service.He explained the making of our wills and power of attorney at every step for us to clearly understand.

Mark is an excellent choice for estate planning. He is extremely knowledgeable and professional answering any questions that might arise in the process. Mark is incredibly warm and personable making the process pain-free. I highly recommend.

Additional Services

Last Will and Testament

In Will Trust

Lasting Powers Of Attorney

Family Trusts

Discretionary Trusts

Document Storage

Equity Release