UKMS…helping to build your wealth.

UKMS offers a personal service that takes into account your individual circumstances – your situation is unique so we work hard to understand your goals and aspirations and make financial recommendations based on a comprehensive and detailed analysis of your needs.

UKMS advises on all aspects of financial planning and regular reviews are all part of the service:

Savings and Investments – we work with you to build and grow the value of your capital to help you achieve your overall objectives.

Retirement Planning – many of us hope to retire early yet we are living longer than the State can reasonably support us; planning for some personal provision in retirement is now more important than ever before.

Estate and Trust Planning – ensuring that as much of your estate, which you have spent a lifetime to build, is passed onto the ones you love.

Divorce – around 40% of marriages end in divorce (source: www.statistics.gov.uk 2006) which may result in pension sharing and splitting of assets. If you have been affected by a settlement you may need a financial review. UKMS has women financial planners who offer specialist advice for women.

UKMS has established relationships with private banks, will writers* and our advisors can access unique savings / investments products.

You can call us on 020 8956 2860 to discuss any money management needs you may have.

*Will writing is not regulated by the FSA.