A wealth manager is an investment specialist who will invest your money with a long-term view to manage and grow your assets. Your wealth manager will also review your investments at regular points to make sure that your money is invested in the best way to achieve your long-term goals. A wealth manager can also help you make better financial decisions, helping you create a financial plan that works for both your short-term and long term goals. Financial markets change and what might have been a suitable investment for you once, may not always be so. As wealth managers, we offer regular rebalancing of your investments to take advantage of opportunities and make sure you’re not overexposed to risk. Your wealth manager can also help you with estate and legacy planning, understanding how to access and pass on your wealth in the most tax-efficient way.  If you'd like to speak to a wealth manager near you, contact one of our independent [wpbb post:title] wealth managers and IFAs to schedule a free, no-obligation call