We provide expert, independent wealth management advice for individuals and their businesses. We believe that, whatever your age and circumstances, you are more likely to achieve your personal and business financial goals if you use an independent financial adviser (IFA).
Our experts talk with you to establish your financial objectives and, working closely with your usual contact, suggest a comprehensive wealth management strategy tailored to your specific concerns and objectives.
Our IFAs can work with you to achieve an optimal state for your personal wealth by:
Tax-efficiency is the key to wealth management, so we can also work with you to identify other ways of making your affairs more tax-efficient. We could, for example:
Our IFAs can also advise on business financial planning, working with you on:
Get in touch to discover how our wealth management services can help you protect your wealth – both now, and for the future.
Financial advice is provided in association with MHA MacIntyre Hudson Wealth Management which is an independent advisory firm and is a trading name of Lighthouse Carrwood which is an appointed representative of Lighthouse Advisory Services Limited which is authorised and regulated by the Financial Conduct Authority.
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