Whoever oversees your affairs from Lorica Wealth Management will act as your Personal Wealth Manager (PWM).

We will always look at the “big picture” whilst keeping a very close eye on the detail. Many of our prospective, busy and successful clients have numerous advisers on whom they call in times of need.

The Lorica proposition is to proactively bring everything under one roof with one point of contact supported by a comprehensive administration and reporting function.

Our PWM advisers bring with them a wealth of experience and resources to enable our clients to achieve financial and personal well being.

The function of your PWM is to provide or facilitate efficient tax planning, personalised investment strategy, portfolio management and regular reporting and reviews. These will often include the following components:

• Interpretation of life goals
• Wealth enhancement
• Income modelling and management
• Retirement planning
• Education funding
• Debt management
• Tax planning
• Tactical investment planning
• Estate and inheritance planning