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Wealth Management

Financial planning is a professional service for individuals, their families, and businesses, who need objective assistance in organising their financial affairs. We work with individuals and companies to provide tailored financial advice services in helping them to achieve their financial and lifestyle objectives more readily. Our advisors have an extensive range of skills and experience that bring together actuarial, investment, pensions and protection expertise.

The Wealth Management practice includes a number of services split between our individual and corporate offering provided by our Financial Planning team. Our clients at an individual level include company directors, senior executives, PAYE individuals and self-employed individuals.

Our financial consultants can also help companies to provide their employees with a better understanding of the benefits that are provided and how they interact with their financial needs and objectives. We can also address areas that can cause financial stress to your employees and give help and guidance on how to navigate these problem areas. Finally we can educate your employees on how to manage their finances effectively and in a stress-free way.

Explore these services in further detail

Key areas and services provided to our clients

  • Pre-retirement and post retirement planning and advice
  • Personal and family protection such as life cover, income protection/disability cover and serious illness cover
  • Savings and investment advice
  • Financial wellness
  • Inheritance tax cover and planning
  • Business protection and advisory services including Keyperson cover, co-directors’ cover and partnership protection

For personal advice and enquiries on any of these areas then please contact our Financial Planning Team today.

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