Box Hill Private Wealth

Box Hill Private Wealth provides investment management and financial planning services to individuals and high-net-worth individuals. They assess clients' financial situations and create tailored plans to help them achieve their financial goals. The firm offers discretionary investment management, meaning they can make trades without prior approval from the client, always acting in the client's best interest. They offer various investment options, including active allocation, equity income, equity growth, tax-efficient portfolios, and ESG portfolios. Financial planning advice covers retirement income, risk management, tax reduction strategies, and investment strategies.