Deciding how best to invest your money can be daunting, with so many options available and so many uncertainties, how do you choose what’s right for you?
A mortgage is probably the largest commitment you are likely to make, so we can help make sure you get the right one for your needs and ensure you don’t pay over the odds. We offer a wide…
Retirement should be a time to enjoy ourselves, not to worry about money, so our retirement planning service aims to help you do just that. Whether your retirement is some way off…
Insurance & Protection
We know protection and insurance isn’t an easy subject to think about. However, once sorted, insurance and protection is designed to give you peace of mind that you will have financial…
If you’re looking to invest for the future then we can help put together an investment portfolio that meets your objectives. Whether you like to take risks with the aim to generate higher returns.
There are numerous ways that you can make the most of the tax allowances available and keep your money away from the tax man. With our expertise, we can review your situation.
The most valuable asset to any business is its people, without them, a company’s survival can be at serious risk. Through a range of Business Protection options, Key Person Cover and much more.
Inheritance Tax Planning
Our inheritance tax planning service is designed to keep your hard earned money in the family and help avoid your loved ones having to pay a hefty tax on any inheritance you leave them.
Stay informed... Free Guide
Download our 24 page free guide which explains our approach and what to look out for when you consider investing no matter how big or small. We talk about how we reach the right decisions and help you to decide what is best for you.
We like to let the numbers do the talking...
Experience in delivering bespoke financial solutions
Our portfolio is diversified by experience with a multitude of different clients.
Funds under advice
The above figures are the production of Finance Planning Wealth Management.
Our Financial Advisers
We are delighted to have a team of professional Financial Advisers. Our individual skills complement each other perfectly ensuring that our clients receive the very best of advice.
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We take great pleasure in sharing with you just a few of the lovely comments made by our clients.