I have pensions that I have been accruing over the years, but I have no planned investment or income strategy - can I afford to retire and still have a good standard of living? I need help forecasting my long term needs, I want to make sure I can pass on my remaining wealth to my family whilst still leaving provision for myself. I want to pass on my remaining wealth to my family but may need to go into a nursing home.How do I protect my assets but still leave provision for myself? Financial Services Register No: 213160 The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.
Services
The nature of our client base and the organic growth we have achieved means that our clients are based throughout the UK. We believe that our strong emphasis on personal service has been key to the longevity of the relationships we have built up with families which in many cases straddle two or more generations.
We specialise in providing high quality personal advice on many aspects of wealth management, advising clients of widely differing financial resources and of all ages. Whether you have concerns about your retirement or need help managing your investments, we are in a position to help you find ways of making the most of your money for both the present and the future.
Protecting and managing your wealth is at the heart of what we do. We provide a highly personal service, based on your needs and objectives to safeguard your long-term prosperity. Wealth Management is more than just investment and savings advice, it includes all parts of a person's financial life. Our professional service includes a combination of financial, investment advice, tax services, and estate planning advice.
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