Wealth Preservation

Preserve and Grow Your Wealth

We understand the importance of safeguarding your hard-earned assets and ensuring their growth in an unpredictable world. Our advisers offer comprehensive solutions for wealth preservation, estate planning, and trust structures, designed to protect your wealth from risks and market volatility.

Why Choose Our Wealth Preservation Advisers?

  1. Expertise in Wealth Management: Our team of experienced professionals specialises in wealth management strategies tailored to your unique financial goals. Whether you’re focused on capital preservation, generating income, or long-term growth, we have the knowledge and expertise to create a personalized plan that meets your needs.
  2. Mitigate Risks: The financial landscape can be volatile, and unexpected events can threaten your wealth. The advisers help you to identify and mitigate these risks, ensuring that your assets are shielded from market downturns, economic uncertainties, and unforeseen circumstances.
  3. Effective Estate Planning: Planning for the future is crucial to protecting your wealth and ensuring a smooth transfer of assets to your loved ones. Our estate planning services encompass wills, trusts, and other legal structures that provide tax efficiency and asset protection, while honoring your wishes and minimizing administrative burdens.
  4. Trust Structures for Asset Protection: We offer a range of trust structures that provide enhanced protection for your wealth. Our experts can guide you in establishing trusts tailored to your specific requirements, including revocable trusts, irrevocable trusts, charitable trusts, and more. These structures can shield your assets from creditors, legal disputes, and other potential threats.
  5. Holistic Approach: At The New Wave Wealth Preservation, we believe in taking a holistic approach to wealth management. We consider your entire financial situation, including investments, tax implications, and retirement planning, to develop a comprehensive strategy that aligns with your goals and aspirations.

Discover Our Financial Wellbeing and Wealth Preservation Services Today

Our dedicated team is committed to providing you with personalised solutions that prioritise your financial well-being.

Preserve and grow your wealth with confidence .

Holistic
You can be assured of the utmost level of confidentiality and discretion.
Discretion
You can be assured of the utmost level of confidentiality and discretion.
Regulated
All our advisers are authorised and regulated by the Financial Conduct Authority (FCA).
Specialist
We focus on the expertise of the adviser first, so you get the advice that is right for you.
Professional
We offer professional services backed by extensive experience.
Transparent
Before carrying out any chargeable work on your behalf, all advisers are legally required to explain their fees.

Wealth Preservation

  • Tax Planning
  • Wealth management
  • Investment opportunities
  • Estate planning considerations
  • Planned exit strategies

  • Specialist Mortgage Services

  • Philanthropic initiatives
  • Asset protection solutions
  • Offshore wealth management

  • Succession planning services
  • Private banking options
  • Offshore wealth management
  • Luxury asset management
  • High-net-worth insurance
  • International tax implications
  • Wealth preservation techniques
  • Family office services
  • Exclusive investment opportunities

  • International tax implications
  • Wealth preservation techniques
  • Family office services
  • Exclusive investment opportunities
  • Charitable giving options
  • Concierge services for HNW individuals
  • Risk management solutions
  • Art and collectibles investments
  • Lifestyle management for HNW individuals
New Wave Light

Get In Touch

Complete the. short form, and then our confidential, curated concierge service person will telephone you shortly.

Holistic
You can be assured of the utmost level of confidentiality and discretion.
Discretion
You can be assured of the utmost level of confidentiality and discretion.
Regulated
All our advisers are authorised and regulated by the Financial Conduct Authority (FCA).
Specialist
We focus on the expertise of the adviser first, so you get the advice that is right for you.
Professional
We offer professional services backed by extensive experience.
Transparent
Before carrying out any chargeable work on your behalf, all advisers are legally required to explain their fees.

NewWave is fast becoming the trusted way of sourcing premier wealth management advice.

NewWave provides you with the peace of mind and assurance that the wealth management advice you receive is going to be provided by world class, qualified advisers who have the necessary experience in key wealth management skills.

High quality financial advisers spend many years studying and working with clients to become proficient and assured in wealth management and financial advice. We encourage all users to double check any advisers’ credentials using the FCA web site search.

Quality
Secure
Dynamic
Confidential
FREE NewWave Financial Wellbeing Web App