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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.