Holistic Wealth Planning

Allen Pierce Equity Partnerss independent and impartial wealth planning service looks at the individual elements of your financial situation as part of an overall, holistic plan.

Beginning with a review and evaluation of any existing plans, pensions, savings, and investments you have in place, your dedicated Account Manager will fully understand your unique situation, identify any areas that need attention and present the changes necessary to help you achieve your long-term goals and objectives.

As Allen Pierce Equity Partners is independent and not tied to any providers, your Account Manager is free to consider all available options to ensure the best strategy is in place for you. Your long-term prosperity will also be supported by an investment portfolio that is aligned with your objectives, needs, and risk tolerance.

Holistic wealth planning advice that focuses on realizing your goals.

Your dedicated Account Manager will develop a long-standing, open, and honest relationship with you. They will periodically assess your wealth arrangements to make sure everything remains on the right track to produce the results you want and make adjustments to accommodate any changes in your situation or objectives.

Working closely with you, your Account Manager will carefully review:

• Your current levels of savings and investments.
• If there are any changes regarding income, capital gains, and inheritance tax.
• If you are using all available allowances and exemptions.
• Any real estate holdings, including any vacation or investment properties.
• Your current income.
• External assets such as art, vehicles, collections, and jewelry.
• The currencies and countries where you invest or live.
• Whether your insurance cover is adequate.

We will also look to the future and allow for anticipated windfalls such as inheritances or the sale of a business, predicted expenses such as children's or grandchildren's education costs, pension contributions, medical or care requirements, and estate plans.