Personal Wealth Management

The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.

Here at Touchstone we offer a professional investment planning service in order to create a robust, diversified investment portfolio for you. Using the array of tax wrappers available we ensure that your investments grow in the most tax efficient manner and can tailor an investment portfolio which fits your risk profile.

Whether it is a lump sum investment or a savings vehicle, we will build a portfolio to suit your needs and goals, whether in the short or long term.

Having worked with clients across the UK with varying needs and requirements, we know that each client is different and with this in mind we take the time to ensure that our wealth management planning is right for you.