Enjoying your retirement
At this time of life, you may be considering what long-term care you need. It’s also a time to ensure you are happy with the plans you have in place to pass on your wealth, and you are doing so tax-efficiently for your beneficiaries.
HOW AN ADVISER CAN HELP YOU
1. Wealth management
Giving you advice on savings, investments, tax planning and retirement planning.
2. Personal and business protection
Ensuring you have the appropriate level of life cover, critical illness cover, income protection cover and business cover.
3. Retirement planning
Advising you on pension funds, personal funds, company or trustee funds.
4. Wealth preservation
Estate planning, succession planning, trusts.
The value of investments can fall as well as rise and you may not get back the amount originally invested.
Book at your convenience, schedule a free 20 minute no commitment initial chat with our financial adviser today
Call US
+44 1634 682813
Send a message
We aim to call back within two hours, if we receive message before 1pm.
Ask an Expert
Book a 20-minute chat on the link below.
If you’d like a free, no-obligation chat with a Patrick Wayne Wealth adviser to discuss your particular financial needs.