Menzies Wealth Management offers the Wealth Management Portfolio Service to all clients. It can best be described as an ongoing investment advisory service.

For clients to maximise value from the service, Menzies Wealth Management must have a thorough understanding of their background and needs. It is designed to ensure that, through effective tax planning and investment strategies, our clients' savings are made to work as hard as possible for them once we have assessed their attitude to investment risk or, perhaps more accurately, their attitude to investment loss.

Our lives and tax regimes change and the wealth management service is designed to cater for this with ease.

There are a number of different tax structures available to clients. Examples of some of these are as follows:

• Individual Savings Accounts
• Personal and company pensions
• Pooled investment fund
• Investment Bonds

In summary, the Menzies Wealth Management investment portfolio service offers a personalised investment process based on our clients attitude to investment loss whilst aiming to maximise investment returns.