Financial services

Wealth management strategies designed to help maximise your finances.

Financial health and wealth management isn’t just about saving tax, and we work closely with a number of independent financial advisers to help guide you through the constantly changing field of wealth management. Services they can provide include:

  • Pension planning
  • Savings and investments
  • Trust planning
  • Estate and inheritance tax planning
  • Retirement planning
  • Building, structuring and protecting your wealth
  • Insurance
  • Mortgages
  • Raising finance
  • Employee benefits
  • Banking
  • Wills and probate

By maintaining close contact with a number of independent firms, both regional and national, we are able to ensure that you have a choice of options available to you to most suit your needs, and we are happy to refer them to you at your request.

Call us today on:
0208 441 1731