Wealth Management

If you have accumulated wealth and would like to put a clear plan in place - we can help you do that with our wealth management services.

Enjoy and manage your wealth

The reason most people seek out wealth management services is to ensure that there is financial stability for them and their families. The likelihood is that you will want to pass on a certain amount of your wealth to loved ones When you take into consideration things like inheritance tax – things can get a little more complicated.

This is where you might need wealth management experts to jump in and give you the relevant advice. We will help you identify these risks and come up with a clear plan to maintain as much of your wealth as possible and ensure that you can pass it on to future generations tax efficiently.


What to expect from us

We like to have an initial consultation with our clients to really get a feel for what they really want from their finances. It could be that you have inherited some money, or that you have simply accumulated wealth during the natural course of your working life – whatever your situation, we will sit down with you and get a clear understanding of where you are and where you want to be.

We like to keep things simple and not throw a lot of jargon at you so that you consider us your partner in your financial planning, and feel comfortable to ask us any questions you may have.

Our ongoing support & expertise

We won’t just create a wealth management plan and leave you to it. We will provide you with all the ongoing support you need to make sure it’s working for you. With our financial planning services – you can always get in touch with us regarding any queries that you may have.

If you would like to create a clear plan for your wealth – then please get in touch with us. We’d love to have an initial discussion with you, and you are under no obligation to take us up on any of our ongoing services.

A fresh approach to wealth management

Wise Financial Planning help people at all stages of life with their financial goals through professional financial advice.

Expert advice

Whatever you need help with, Wise Financial Planning will always offer up-to-date and expert advice.

No jargon

We will give you clear and easy-to-follow advice so that your financial goals can be achieved simply.

Superior service

We go the extra mile to ensure you are always satisfied with our service, and we will go out of our way to help.