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01904 670 820

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.