In 2015, we took over the management of a large number of underwriters and senior board members of insurance companies. This pool of clients has grown in number since and our Insurance Team manage these alongside individual clients invested in the Lloyds market.
Whether through an advisory or discretionary service, our level of involvement in structuring your portfolio can be customised to suit you. Our independence allows us to source the best solutions from within the marketplace and we have negotiated preferential deals with some of the largest investment houses.
Our expertise in investment management, structuring client portfolios tax-efficiently and designing medium to long term strategies gives more certainty to building and protecting wealth and ultimately achieving goals.
By utilising cash flow modelling, we can help build a picture of likely future income. We can forecast the effect of different scenarios, such as buying a holiday home, downsizing, passing assets to children or retiring early. This helps us determine what needs to be done to achieve future goals as early as possible and thereby increase the chances of achieving them.
“I have been dealing with Fleet Street Wealth on a personal basis for the past 3.5 years I have always found them to be extremely professional and helpful with their financial advice.” VC (Chairman of an advisory, analyst and reinsurance brokerage)