The Wealth Group 2009-2018

For individuals: 

  • Investment management

  • Retirement planning

  • Individual tax and estate planning, including will preparation

  • Probate and estate administration

  • Family and individual protection insurance

 

For business: 

  • Corporate business planning 

  • SIPP, SSAS set up, planning and administration 

  • Group pensions administration 

  • Partnership & shareholder protection insurance 

  • Corporate tax planning 

 

 

Typically, our clients are high net-worth individuals or small to medium sized businesses.

 

What we don’t do: 

Some important areas of financial services are outside our focus, for example mortgages, equity release and general insurance services. In those situations, we can facilitate advice through our small number of trusted third party advisers and stay in touch to monitor progress.