Wealth Management

 

As an Independent Financial Advisers we have access to a whole range of products and can pick them using multiple criteria, rather than pushing your aspirations through a sausage machine to just a small number of pre-determined outcomes.

 

Freedom Advice regularly engage with clients who have been let down by their banks and building societies, having received poor service and empty promises. We can provide you with a bespoke range of products designed to your complicated needs.

 

NB: The FCA does not regulate trusts and some forms of offshore investment and inheritance tax planning.

 

We have many years experience working with individuals who need help with:

 

  • Large Pension Funds
  • Property Portfolios
  • Inheritance Tax Planning
  • Setting Up Trust arrangements

 

We are truly independent, and have a transparent charging structure, so there are no hidden fees and no charges built into opaque and limited investment plans.

 

The value of pension and investments and the income they produce can fall as well as rise. You may get back less than you invested. Past performance is no indicator of future performance, and investments can go down as well as up.

 

To speak to a member of our team in complete confidence and with no obligation, please call us on 0113 829 3465