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Wealth planning & protection

Wise Financial Solutions - Wealth management and corporate solutions

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Choosing the right financial partner is one of the most important decisions you will ever make. We believe that professional financial advice can add significant value to individuals and businesses and we provide a comprehensive ongoing review service designed to provide peace of mind and create real value for our clients.

Through our specialist sister company Wise Financial Solutions, you will have access to independent financial advice – our financial planning team will provide you with initial advice, ongoing reviews and regular financial ‘wealth checks’. In addition you will be provided with market updates, access to new ideas and we will work with you as a partner to build sound financial strategies that will help you achieve your goals.

There are a range of services we can provide, including:

  • Financial analysis and Lifetime cash-flow planning;
  • Investment strategies and on-going investment management;
  • Personal pension planning (SIPPs, final salary schemes, personal pensions);
  • Corporate pension planning (auto enrolment);
  • Life assurance and critical illness;
  • Shareholder and key person protection;
  • Inheritance tax and trust planning;
  • Long term care (nursing care) funding.

Wise Financial Solutions is a trading style of Fish Financial Limited which is authorised and regulated by the Financial Conduct Authority.

To find out more about our services or to arrange an initial consultation at our expense please contact either Ian Colley, Mark Turnbull or Toby Carmichael-Jack at Wise Financial Solutions on 01252 413231 or email info@wisefinancialsolutions.co.uk

CLIENTS WORDS

Very sincere thanks for all of the advice and support we have received from Sharmini and her team over the many years they have looked after our tax affairs, and the helpful way in which they have guided us through the intricacies of taxation.
Personal tax client

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