Wealth Management

It’s likely you will have certain goals. It might be making your money work harder, securing a comfortable retirement or minimising the tax burden when passing assets to the next generation. Through WP Wealth Management LLP, we work with our clients to manage the wealth they have created.

WP Wealth Management LLP is independent of fund managers, banks and insurance companies and provide expert, impartial and fully independent financial advice based purely upon what is best for you.  We look to build long term relationships and a level of trust that ensures you feel safe and confident in the advice that is given.

Our Expert Wealth Management Services include:

  • Investment planning services
  • Retirement and pension planning services
  • Inheritance tax and succession planning services
  • Financial protection services
  • Employee benefits advice
  • Business protection advice

By working closely with the tax and accounting team within Wilson Partners our clients benefit from financial advice that takes into account their overall objectives, not just the business or personal objectives taken in isolation.

Contact Wilson Parterns to discuss your Wealth Management requirements

Get in touch

Whether you're setting up, growing or selling your business, if you want award winning accountancy, business and tax advice call us on 01628 770 770 or complete our enquiry form:

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