The value of investments can fall as well as rise. You may get back less than you invested.

There are many different options available to you which can help to grow the value of your savings.  Our experienced team of Financial Planners will reviews the options available from regular savings accounts to tax-efficient investment ISAs and pension options that should be considered as a potential investment option due to the tax benefits. 

For those concerned about Inheritance Tax, we will consider the options available to you that can potentially reduce your Inheritance Tax liability.  These options need careful consideration and discussion with a qualified financial adviser.

At Wealth Planning Associates we have years of experience in managing our client’s savings and investments and pride ourselves on the depth of our knowledge and our commitment to our clients.  We will work with you to provide advice and solutions to meet your short and longer-term goals.

Call us on 08450 405 956