Wealth Management

Transferring out of a Final Salary scheme/Defined Benefit Scheme is unlikely to be in the best interests of or be suitable for most people.

The value of investments and the income they produce can fall as well as rise. You may get back less than you invested.

Personal & Business Wealth Management
through PL Wealth

PL Wealth is Pensionlite’s specialist wealth management arm, bringing together the collective skills of our most experienced financial advisers. This gives you access to wealth management services provided exclusively by Chartered Financial Planners.

We appreciate that your needs are specific to you and a fully bespoke financial plan is how we ensure your needs are met.

PL Wealth’s Chartered Advisers are available to help you with:

Investments:

  • General Investment Accounts
  • ISAs
  • Investment Bonds
  • Specialist Tax Planning
  • Sustainable Investing (SI)
  • Capital Gains Tax Planning

Inheritance Tax Planning:

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

Pensions:

  • Defined Benefit Pension Advice and Transfers
  • Defined Contribution Advice and Transfers
  • SIPPs and SSAS
  • Pension Allowance Advice

Protection:

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

Find out more on the PL Wealth site

Visit www.plwealth.uk to find out more about our full-service financial planning services. Initial consultations are available and are a great opportunity for you to discuss your requirements and ensure we’re a good fit for you.