Here at Morley James Asset Management, we will help you to build your wealth, protect it, and pass it on to future generations.
We provide services for high-net worth individuals to help them capitalise on their assets, protecting, growing and maximizing the tax-efficiency of your assets.
I have pensions that I have been accruing over the years, but I have no planned investment or income strategy - can I afford to retire and still have a good standard of living?
It's important to me to preserve my wealth. I need to make sure my assets are protected against potential threats and also that I'm making the most of any tax benefits.
My income is my priority. I want to make sure my investments are generating as much as possible. Will my investments and income keep up with inflation?
In order to maximise what I pass onto my family I need to find out more about estate planning, inheritance tax, wills and trusts and how to minimise my tax liability.