Quality
People-centred
Generational focus
Financial Planning
Money is a means to an end – helping you achieve your life goals. That’s why our financial planning always starts with you, getting to know your aspirations and crafting a tailored plan to help get you there.
At Wealth Solutions, we believe financial planning should tie the generations together – providing the best for you, your children and grandchildren. Whilst the future cannot be certain, we can help you create a road-map towards financial security and success for your loved ones.
Perhaps this involves optimising your tax position, pension and inheritance tax plan. It might include improving your investments, life insurance or a combination of all of these. Regardless of your needs, we can bring everything together under a clear, coherent plan…
The value of advice
Find out how professional financial advice can put your wealth and finances in a better position for the years ahead.
Our Holistic Approach
Many people solve financial problems in isolation, such as a pension issue, creating a reactive approach. At Wealth Solutions, we believe in proactively building a plan for life’s different stages and situations, making you ready for whatever life may bring.
Our holistic approach to financial planning strives to integrate different aspects of your wealth and finances under the same goals. This means that what works for your pension also works for your taxes. It also works and fits with your estate plan and your investment plan, and so on. The result is a greater feeling of control over your finances, fewer unpleasant surprises and greater peace of mind. Nobody can predict the future, but all of us can better prepare for the likely (and unlikely) events it may hold.
The future is also, partly, what we make it. At Wealth Solutions, we help you manage your wealth and finances to help you enjoy the present, whilst laying a strong foundation for the future.
How can we help?
Personal Wealth Solutions
Wealth management
Make sure all aspects of your complex finances and wealth work together towards a common set of goals.
Financial planning
Integrate your pension, investments, financial protection and other key areas into a coherent, long-term plan.
Investment planning
Craft an investment plan which grows and preserves your wealth - maximising returns potential whilst limiting risk.
Retirement planning
Set a course for the retirement lifestyle you dream of, making sure you have enough money to sustain it for many years.
Tax planning
Are you losing more money than necessary to tax? We can regularly review your income and estate to mitigate liability.
Mortgages
As the biggest monthly expense for most people, getting the right mortgage is key. We can assist with finding the best deal.
