Planning for a secure future, be it for yourself, your family or your business, is one of the most important steps you will ever take.
Through regular face-to-face reviews, we adapt to your financial requirements as they evolve over time - changes in your circumstances, legislation or simply the effects of inflation may impact on value and your needs.
Whether you are trying to create financial security for you and your family or attempting to maximise your existing assets, at NWF Wealth Management we believe that it’s vital our clients feel their financial adviser is someone with whom they can build a relationship, who has their financial well-being at heart and offers a knowledgeable, professional and friendly service for them to call on.
We aim to provide you with peace of mind regarding your personal financial affairs and hope that you are satisfied with the service provided to you. There are many people who also share similar concerns and we would warmly welcome any introductions to your family, friends and colleagues so that we can help them benefit too.
Our wealth management areas of advice include:
- Preserving and building capital
- Retirement planning and pension advice
- Protection: life insurance, critical illness cover, income protection and more
- Estate planning and Inheritance Tax mitigation
- Corporate and aspects of exit planning*
- General Financial Advice
Whatever your needs, we look forward to discussing them with you.
*Please note that advice with regard to exit strategy planning may involve the referral to a service that is separate and distinct to those offered by St. James's Place.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.