Old Mutual Wealth is one of the largest and most successful wealth management firms in the United Kingdom. Founded in Glasgow in 1845, the firm has built a reputation among investors for delivering consistent returns and providing reliable advice. Old Mutual Wealth prides itself on offering a complete range of services for individuals, families and business owners looking to create and protect their wealth.
Investment
Old Mutual Wealth offers a range of investment choices. Depending on your individual circumstances, you can choose from mutual funds, exchange-traded funds (ETFs), stocks, bonds, annuities, and other savings vehicles. Each option has its advantages and disadvantages, so it’s important to work with an adviser to select the right investments for your unique situation.
Retirement Plans
Pension plans play a vital role in helping you achieve your retirement goals. With Old Mutual Wealth, you have the opportunity to create a tailored retirement plan that meets your individual needs. The company’s retirement services include pensions, annuities, and workplace savings plans.
Inheritance
Old Mutual Wealth provides guidance on how to maximise the value of your estate when it is passed on to future generations. The firm’s inheritance tax specialists can advise on the most effective strategies for protecting your wealth and minimising taxation.
Insurance
Old Mutual Wealth also offers a range of insurance products to protect your assets. The company provides life and health insurance policies, as well as income protection, critical illness and disability cover. You can also receive advice on mortgage protection, long-term care and travel insurance.
Old Mutual Wealth is committed to helping UK citizens create, protect and enjoy their wealth. With its extensive range of services and its dedication to providing exceptional advice, the firm is one of the leading wealth management companies in the United Kingdom.