Wealth Management

Wealth management and corporate financial planning solutions

Professional financial advice adds significant value to individuals and businesses alike, strengthening their futures and helping them to achieve their long term goals. We recognise how very important this is and we provide independent financial advice, 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 that we provide 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 – Ian Colley, Mark Turnbull or Toby Carmichael-Jack at Wise Financial Solutions on 01252 413231 or by email to info@wisefinancialsolutions.co.uk