Personal Financial Planning

Personal Financial Planning

The Financial Conduct Authority does not regulate Estate Planning and Tax Planning, including Inheritance Tax Planning.

PERSONAL FINANCIAL PLANNING & HOLISTIC WEALTH MANAGEMENT

Wherever you are on your financial journey, our aim is to provide advice that delivers the future you desire. The process begins with understanding your past and your present, with a view to providing a picture of what the future could look like.

With a range of specialist qualifications and years of experience working with clients, we’re able to deliver solutions for the most complex financial matters.

Areas of wealth management

Managing personal and family wealth brings together financial advice of different kinds. PL Wealth excels in bringing together these areas to create a holistic, comprehensive and well-thought-out plan, that aims to deliver the lifestyle you desire for you and your family.

These areas of financial advice include:

  • Investment Planning
  • Tax Planning
  • Estate Planning
  • Protection & Insurance
  • Retirement Planning
  • & More

In creating a plan for you, we consider a wide range of variables including:

  • Your attitude to risk
  • Your lifestyle choices now and in the future
  • Your current financial position
  • Foreseeable events in the future
  • & More

Your relationship with us

A strong, ongoing relationship between you and your adviser is an important part of effective wealth management. Routine communication allows us to take advantage of new opportunities and make recommendations that pay off in the long term.

After providing our initial advice, you’ll be invited to make contact with your adviser at your convenience. Your adviser will also reach out to you at certain points in the year when reviewing your plan becomes appropriate.

With constantly changing legislation, regulation and tax rules, managing your wealth demands ongoing attention.

Why clients choose
PL Wealth

Being qualified to a high standard isn’t the only thing that’s important for successful wealth management.

Our clients enjoy working with a team that puts them at the centre of their financial planning.

We're Chartered Financial Planners

Chartered Financial Planners are those who subscribe to providing and consistently delivering positive outcomes for clients. Our Chartered status is something we work hard to maintain and have done so for several years.

No Hassle, Jargon-free Approach

Financial planning is full of jargon and specialist vocabulary. Our role is to ensure you have all the information you need, in a format that suits you and in language that makes everything clear.

160 Years Financial Planning Experience

Our team bring with them extensive experience from a broad spectrum of financial planning specialisms. Bringing these skills together with the relationship we build with you is a key focus of the company

book a free initial consultation

A no-obligation consultation is an opportunity for you to see if we’re a good fit for you. Discuss your requirements and goals in a friendly and informative initial conversation with one of our advisers at a time to suit you.

    Please confirm you have read this before submitting your request.