Personal
Financial Planning
By working together, we move towards the goal of long-term financial security for you and your loved ones.
Personal Financial Planning Built For You
Our whole of market approach to wealth management gives us the ability to recommend more varied products that suit your requirements. Working closely with you towards the goal of financial freedom, we simplify your personal financial situation with a flexible, tailor-made strategy.
Investment Planning
Maximising tax efficiencies with an individualised approach, our independent experts put you on a path to reach your financial goals with a balanced, diversified investment portfolio. This helps you aim for financial security both now and in the future.
Pension Planning
It’s never too soon to start planning for your pension, but it might be too late. By gaining an understanding of where you are now and where you want to be, we curate a comfortable retirement lifestyle for individuals with custom-made pension advice.
Personal Protection
Protect what matters most with a protection service built to suit your requirements. Helping you maintain your income in the case of injury, illness, or death, your family can survive and thrive financially in the worst-case scenario.
Tax Planning
Our experts are adept when it comes to taxation and have supported countless clients in legally mitigating their tax liabilities. To relieve the effects of inheritance tax, capital gains tax, income tax, and more, click the link below.
How Do We Charge?
Unlike other firms, we're transparent with our fees meaning no hidden costs along the way.
Why Is Personal Financial Planning Important?
Personal financial planning opens a world of possibilities, particularly for high net worth individuals. With more intricate tax obligations and more complex financial requirements in general, the benefits of personal financial planning are significant when you choose a trusted advisor.
Helping you properly prepare for the future
Grow and preserve your wealth for future generations
Achieve a robust financial plan for peace of mind
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Guides
Vela Defensive Fund – January 2025
The Fund will typically invest through other regulated collective investment schemes, in a range of asset classes, including fixed income…
Guides
Vela Adventurous Fund – January 2025
The Fund will typically invest through other regulated collective investment schemes, in a range of asset classes, including fixed income…
Guides
W Wealth – Low Risk Blend – January 2025
In this blend we are utilising an Active investment strategy as this has been deemed to be the most suitable…
Guides
Vela Defensive Fund – January 2025
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Guides
Vela Adventurous Fund – January 2025
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Guides
W Wealth – Low Risk Blend – January 2025
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Speak To An Expert
If you’d like to simplify the difficulties tax is presenting you, streamline or boost your pensions or investments, or if you’ve never received financial advice before, let’s have a conversation.
To book a no-obligation chat with one of our team, simply fill in the form. You can also give us a call at 01489 660 894 or email enquiries@wwealth.co.uk.