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.