Bringing clarity and purpose to family wealth.
Preserve and grow your wealth for the benefit of all family generation through our tax planning, investment management and more.
Ensure your assets work together towards your financial goals.
Many families have complex estates with multiple assets – making it difficult to manage it all. It can lead to inefficiencies and money lost needlessly. At Wealth Solutions, our team exists to bring the clarity and focus needed to unify your estate under one plan.
There often comes a point where your financial affairs become hard to organise on your own. Perhaps you hold multiple portfolios and property investments which are performing well, but not as effectively if you could devote more attention. A lack of knowledge about the changing tax landscape can also inhibit your ability to grow the family wealth further. Add onto this the complexities brought by inheritance tax, school fees and multiple income streams, the need for professional help starts to become clear.
Here at Wealth Solutions, our team has extensive experience helping people in these kinds of situations. From estate planning to tax planning, investments, pensions and more, we can offer the insights and resources you need to delegate the legwork to a trusted set of hands.
The value of advice
Find out how professional financial advice can put your wealth and finances in a better position for the years ahead.
“I have been involved with Simon Redhead and his team at Wealth Solutions for over 10 yrs. I have found that the complex world of pensions has been made straightforward and relatively easy to understand. All investments have been well presented and well-executed at all times, essentially offering me a financially worry-free retirement.”
Achieving Your Financial Goals
For families, business owners and successful individuals.
Wealth management is primarily for the benefit of anyone looking for a comprehensive plan to achieve important financial goals. Here at Wealth Solutions, our aim is to help you move closer to them through a clear strategy that sustains over decades.
Many people regret making big financial decisions on their own – without the benefit of financial planning and advice. For big matters such as what to do with your retirement savings, how to plan for inheritance tax and how to grow an investment portfolio, the potential for irreversible, costly mistakes is huge. With wealth management you can not only address each of these key areas effectively on their own, but also ensure that each solution works towards your goals in one coherent plan. The peace of mind that this brings allows you to focus on the things in life that bring you meaning and joy – such as spending time with family.
Here at Wealth Solutions, we would love to start a conversation about partnering with you to achieve this.
How can we help?
Contact us today and our friendly support team will reach out as soon as possible.
Personal Wealth Solutions
Make sure all aspects of your complex finances and wealth work together towards a common set of goals.
Integrate your pension, investments, financial protection and other key areas into a coherent, long-term plan.
Craft an investment plan which grows and preserves your wealth - maximising returns potential whilst limiting risk.
Set a course for the retirement lifestyle you dream of, making sure you have enough money to sustain it for many years.
Are you losing more money than necessary to tax? We can regularly review your income and estate to mitigate liability.
As the biggest monthly expense for most people, getting the right mortgage is key. We can assist with finding the best deal.