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 – Pete Giles or Guy Prysor-Jones at Wise Financial Solutions on 01252 413231 or by email to firstname.lastname@example.org