Pensions and Investment Wealth Management Account
If you want proactive investment advice, portfolio management and tax planning, look no further than PFM Dental’s Wealth Management Account. This offers:
- Quarterly investment fund reviews
- Instant access to on-line valuations
- Streamlined administration
- Consolidated tax statements and advice
- Creation and management of regular income streams or capital withdrawals
- Co-ordination of different investment assets to common or separate goals
The Wealth Management Account is designed for investors who want their portfolio professionally managed and supported by a team of investment experts.
The value of investments can fall and you may get back less than you invested. Past performance is no indication or guarantee of future returns.