Areas of specialisation

We offer an all-round financial planning and advisory service, but we also offer specialist advice in the following areas:

• Inheritance tax planning
• General tax mitigation
• Retirement planning including funding and income options
• Protection needs
• Trust Advice
• Succession and Estate Planning 

Our key areas of specialisation

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The Financial Services Authority does not regulate tax planning, taxation and trust advice.

Wealth Management is authorised and regulated by the Financial Services Authority (http://www.fsa.gov.uk/register/home.do). FSA Registration No: 453786