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Wealth Engagement

Suited to those who are still building or have built their wealth and really wish to engage with how their assets can work for them. A bespoke service of advice and guidance to protect and enhance the wealth which has been created and dovetail it into their lifestyle creating financial independence as far as possible.

A Hands on service working closely with your adviser not only for themselves but for their children or other beneficiaries to show how the wealth can cascade down the generations and create real legacy and avoid issues which could be encountered in the future where assets can be lost outside the family. 

We can also help show you how to create your legacy documents such as Wills, Trusts, Children’s Guardianships and Power of Attorney in conjunction with our legal professional as and when required.

We can help you with:

  • Buying you own home with a mortgage
  • Life and Illness Protection
  • Creating or Transferring a Pension
  • Investment & Savings
  • Inheritance Tax and Long term Care Planning

Get in touch to discuss YOUR wealth creation, management and engagement

Call us on 01564 829009