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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.

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

Over the years Wise & Co have provided a smooth and pain-free audit process. Treena and her team are always professional, reliable, friendly and approachable. We value highly the service received from Wise & Co and would highly recommend them.
Charity client

LATEST NEWS

24th April 2017
Enterprise Investment Scheme

18th April 2017
Lottery syndicates

12th April 2017
Farnham Lions Summer Spectacular

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