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Financial health and secure wealth

Maximising the potential of your personal finances and taking steps to protect your wealth involve important decisions and shrewd planning. Our specialist sister company Wise Financial Solutions can provide you with independent financial advice and help you plan for the future.

Financial analysis

Before making any financial management decisions it is important to get a thorough understanding of your current situation, what you want to achieve and the level of risk you would be comfortable with. Our advisors will take stock of where you are and help you plan for where you want to go.

Investment strategies and management

Defining clear goals and objectives is instrumental when considering investment options. We advise private and business clients on saving and investment strategies and help them manage their portfolios.

Personal and corporate pension planning

A pension is a significant investment both for the individual and for the company providing the scheme. Our experienced financial advisers can help you plan for retirement and navigate the many pension options out there. We can also advise on a number of pension scheme options for businesses.

Inheritance tax and trusts

Taking steps to plan for your estate can result in less of your legacy being swallowed up in tax. We can advise you on inheritance tax and trust planning so your beneficiaries really are the ones to benefit.

Family, business & mortgage protection

Planning for the unthinkable provides peace of mind. In the event of your incapacity or death, it is important that your loved ones can maintain and enjoy the lifestyle that you strived for.

Lifetime cash flow management

Our cash flow management service sits at the forefront of our planning process. By plotting the inflows and outflows over your lifetime, we can provide visibility on how decisions taken today can affect your future.

Regular financial ‘wealth checks’

The factors that can affect your financial situation are changing all the time, so we provide ongoing regular reviews to make sure your plans and arrangements continue to offer the best options.

CLIENTS WORDS

I have dealt with various staff from Wise & Co with different degrees of seniority over the last 13 years. I have found them to be extremely capable and nice people to work with.
Bio-tech client

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