Whether you own a big car, a fleet of cars or a bus pass, wealth management might still be worth thinking about.
This week, we talk to Matthew de Courcy Ireland, independent financial adviser and pre-retirement specialist, to find out more.
“My role as a Wealth Manager is to work in partnership with clients to grow and protect their wealth and secure the future for loved ones,” says Matthew.
What does this mean:
“Perception of wealth and the level at which someone believes they are wealthy is different for us all, but there are some fundamental practices that will ensure your financial independence is reached, maintained and secured for the future,” says Matthew, “and the majority of people do NOT practice these effective fundamentals.”
Fundamentals of good wealth management
Matthew advises 3 things:
Remember, you can store details of financial policies, savings and accounts securely in your Final Fling Safe Deposit Box. Just scan, upload and give your Keyholder permission to access ‘in the event’. Want tips on all the documents to store here? See our 20 Essential Documents next of kin will need.