Services

Investment and Retirement Planning

Many of us set aside money for a rainy day or set up pension for our retirement but how many of us are confident we have done enough? We can help you set goals for your investments and retirement. We will review and assess any existing arrangements and incorporate these in a financial plan tailored to achieving these goals.

Protection Planning

As we grow older, get married, build families and start businesses, we come to realise more and more that having adequate protection in the event of death or serious illness is a fundamental part of having a sound financial plan. We can help you highlight risks and recommend suitable cover to give you and your family peace of mind.

Estate and Inheritance Tax Planning

Working with your other professional advisers, we can help you plan to ensure that your assets are passed on to future generations as tax efficiently and as smoothly as possible.
The FCA does not regulate Estate and Inheritance Tax Planning

 

Want to know more?

Call us for a friendly chat on 01577 351023 or email: info@portuswealth.co.uk