Wealth Management

Wealth Management
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Bespoke Holistic Wealth Management Advisory Service

Pensionlite’s Wealth Management service provides a client centred holistic approach to financial planning for high net worth individuals, and those with complex or particular planning requirements.

As a Chartered Firm our Chartered Wealth Management Advisors are qualified to the highest level and are able to provide you with a high level of expertise in delivering sophisticated solutions to meet your needs.

We appreciate that every client has individual needs and particular circumstances and a bespoke approach to advice is therefore deployed.

Some of the main areas of Wealth Management planning that we advise on are:

Investments:

  • Discretionary Investment Management
  • General Investment Accounts
  • ISAs including Bed & ISA
  • Investment Bonds
  • Specialist Tax Planning – VCT, EIS, BPR, AIMs Portfolio
  • Sustainable Investing (SI)
  • Capital Gains Tax Planning

Pensions:

  • Defined Benefit Pension Advice and Transfers
  • Defined Contribution Advice and Transfers
  • SIPPs and SSAS
  • Pension Allowance Advice – LTA, AA, MPAA, Tapered AA, Carry Forward, Pension Protection High-Level Retirement Income Strategies supported by Cashflow Analysis

Inheritance Tax Planning:

  • Estate and Trust Planning
  • Estate Creation
  • Estate Protection
  • Intergenerational Planning and Gifting Regime Management

Protection:

  • Life Assurance
  • Critical Illness Insurance
  • Private Medical Insurance
  • Income Protection Insurance
  • Business Protection

Your initial Wealth Management consultation will be at our expense. One of our team will be pleased to discuss your requirements to establish how we may best assist you.

We build long term relationships with our clients and we look forward to being of service to you and your family.