About You

Clients of Wollen Michelmore have several things in common:

you will recognise the need to implement a disciplined structure to your personal finances
you will wish to take a relatively cautious approach to investing your capital recognising the importance of preserving the capital that you have already accumulated
you will wish to delegate the management and planning of your financial resources to the Wollen Michelmore Financial Planning team
you will require the highest standard of technical excellence
you will wish to work with an advisory team that you can trust implicitly

A typical Wollen Michelmore client may be a business owner looking to sell their business and invest the proceeds, a retired professional looking to maximise the income available from their investment portfolio or a Partner working in a Torbay or Dartmouth legal practice that needs advice on school fees and education fees planning for example.

Comprehensive Financial Planning

We help you to envision your financial future, become more financially organised and set your finish line, thereby creating more time for you to pursue other interests.

Tax and Estate Planning

We are unique. Our in house team of qualified tax professionals will ensure that you receive a truly integrated financial planning, taxation and investment service.

Investment Portfolio Management

The real value of your investment portfolio is in the ability it gives you to meet your broader life goals.

Giving - Philanthropy Planning

How much wealth should I pass to my children? How do I determine how much I can give away and to whom? Should I establish my own charitable foundation?