Wealth

Our Wealth Team are independent financial advisers providing financial planning and our wealth management service to a wide range of clients. 

 Services include:

  • Business, key-man an shareholder protection
  • Initial and regular financial reviews
  • Lifetime cash flow and financial planning forecasting
  • Retirement planning
  • Estate planning and inheritance tax
  • Tax efficient investment advice
  • Asset protection
  • Wealth growth protection and life insurance
  • Protection planning
  • Workplace pension advice to comply with automatic enrolment and personal pensions
  • Medical specialist financial planning and NHS pensions advice

Find out more here