Wealth Management

Wealth management and corporate financial planning solutions

Professional financial advisers can add significant value to individuals and businesses alike; strengthening futures and helping them to achieve their long-term goals. We recognise how very important independent financial advisers are, so provide ongoing reviews and regular financial ‘wealth checks’ via our specialist sister company, Wise Financial Solutions.

Our approach is tailored specifically to your circumstances. Furthermore, we’ll carry out regular reviews and financial ‘wealth checks’ so that you’ll have access to new ideas and strategies. The range of services provided by our team of financial advisers include the following key areas:

  • Financial analysis and lifetime cashflow 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 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 on a no obligation basis, please contact our financial advisers – Ian Colley, Mark Turnbull or Toby Carmichael-Jack at Wise Financial Solutions on 01252 413231 or by email to info@wisefinancialsolutions.co.uk

Our office and switchboard is open, but to safeguard our staff and to comply with the Government’s COVID restrictions we are operating with minimal staff physically in the office with the remainder working from home where possible.

Visitors to Financial organisations must now wear masks. We are politely requesting that visits are for essential purposes only.

Thank you for your understanding, we wish everyone well and safe as we weather these difficult times together.